"The production capacity expansion of major NAND Flash manufacturers, e.g. Toshiba, Samsung, Intel, and Yangtze Memory Technologies Corporation (YMTC), will have increasing impacts on the industry, resulting in a possible oversupply in NAND Flash market in 2019."For example:...
Without including the current fab capacities and the new fab capacities or giving % increase in global output of the new/upgraded fabs, this information is useless.
Are there currently 1000 fabs, therefore the half-dozen or so new/upgraded fabs listed here would only increase supply by 10%? Or will these new facilities increase supply by 500%?