NuAxiSemiconductor trade intelligence
#Samsung has officially bid farewell to its 24-year era of 2D #NAND, marking an accelerated structural transformation in the memory industry. Since an...
What happened
Samsung Electronics is permanently shutting down 2D NAND production at its Hwaseong Line 12 fab and converting it to a 1c DRAM end-fab. This move, part of a broader industry shift away from legacy nodes, has already triggered market inventory hoarding and sustained price increases. Bullish: The removal of mature NAND capacity tightens supply for specific applications, while the conversion prioritizes higher-margin DRAM, exacerbating supply constraints in the broader memory market.
Impact and signal
High impactImpact score: 85/100
Affected components and suppliers
2D NAND FlashDRAM
eolcapacity-conversionprice-hikeinventory-buildup
Source and time
Source: TrendForce Official (Market Data) · 2/25/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders