NuAxiSemiconductor trade intelligence

[News] Samsung Reportedly Ends Last 2D NAND Line as Early as March, Repurposes Facility for 1C DRAM

What happened

Samsung will halt its last 2D NAND production line (80K-100K wafers/month) at Hwaseong Line 12 by March, converting it to 1C DRAM backend processing. This move, alongside SK hynix's aggressive 1C DRAM capacity ramp, tightens legacy NAND supply while boosting advanced DRAM output. Bullish: Reduces legacy NAND wafer capacity, potentially tightening supply for specific segments, while signaling a major industry shift towards advanced nodes.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

2D NAND3D NAND1C DRAM

Samsung Electronics SK hynix

capacity-cutcapacity-shifttechnology-transition

Source and time

Source: TrendForce · 2/25/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to researchTom's Hardware · 8/12/2026
[News] MLC NAND Spot Prices Reportedly Triple Since Late 2025 as Samsung, Kioxia Exit SupplyTrendForce · 5/12/2026
RT NEWS: 💥 #Samsung bids farewell to 2D #NAND! Hwaseong Line 12 will reportedly halt production as early as in March and pivot to 1C DRAM, the core...TrendForce Official (Market Data) · 2/26/2026
[News] NPE Patent Trolls Reportedly Turn Up Pressure on Samsung and SK hynix Amid HBM BoomTrendForce · 3/16/2026
YMTC in Big 3 for NAND unitsElectronics Weekly · 8/13/2026
Nvidia and SK hynix ink multi-year memory co-development and supply agreement — seeks to address extended development cyclesTom's Hardware · 6/8/2026

[News] Samsung Reportedly Ends Last 2D NAND Line as Early as March, Repurposes Facility for 1C DRAM

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings