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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...

What happened

Samsung Electronics will reportedly halt 2D NAND production at its Hwaseong Line 12 as early as March, converting the line to produce 1C DRAM for next-generation HBM4. This move reduces legacy NAND supply and reallocates capacity to high-demand HBM components. Bullish: Direct supply reduction for 2D NAND and potential near-term supply constraints.

Impact and signal

High impactImpact score: 85/100

Affected components and suppliers

2D NAND1C DRAM

Samsung Electronics

production-haltcapacity-conversionsupply-reduction

Source and time

Source: TrendForce Official (Market Data) · 2/26/2026 · View original source

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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...

What happened

Impact and signal

Affected components and suppliers

Source and time

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