2022年3月16日 星期三

$30bn for flash capex this year

Flash capex  is expected to rise 8% to $29.9 billion this year as producers prepare for 200+ layer devices, says IC Insights in its 1Q Update to the 2022 McClean Report.  Flash capex soared in 2017 when the industry transitioned to 3D NAND and has topped $2 billion every year since. Figure 1  $29.9 billion represents ...

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