NuAxiSemiconductor trade intelligence
[News] Samsung Xi’an NAND Output Reportedly Dips 5%–6% Amid 200+ Layer Shift; Disruptions May Extend into Next Year
What happened
Samsung's Xi'an NAND output fell 5-6% to approximately 150,000 wafers/month due to equipment upgrades. The facility, representing 40% of Samsung's total NAND output, is transitioning to 236-layer (V8) and 286-layer (V9) NAND. U.S. export controls and process recalibration may extend disruptions, creating a bullish supply outlook.
Impact and signal
High impactImpact score: 92/100
Affected components and suppliers
NAND Flash
shortagecapacity-cutexport-controltransition
Source and time
Source: TrendForce · 4/21/2026 · View original source
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