NuAxiSemiconductor trade intelligence
[News] Samsung Reportedly Selling 100+ Tools from Xi’an and Korea, Potentially Accelerating Shift to 200+ Layer NAND
What happened
Samsung Electronics is selling over 123 mature-node tools from its Xi'an and South Korea fabs, primarily 90-65nm and 8-inch equipment. This is part of an operational efficiency drive to accelerate the shift at its key Xi'an fab (40% of NAND output) from 128-layer to 236-layer and higher NAND production. Bullish: This supply-side optimization, phasing out legacy capacity to focus on premium >200-layer NAND, could tighten supply for mature-node NAND and support pricing for advanced products.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
NAND Flash
capacity-optimizationprocess-migrationNAND
Source and time
Source: TrendForce · 4/1/2026 · View original source
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