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  1. TrendForce reports market share data showing intense competition among major memory and SSD manufacturers, including Micron, Kioxia, and SK Hynix.

Micron announces next-gen 3D NAND (G11) set for 2027 mass production

1 report, 1 independent Updated Fri 00:00
AI-generated briefing. Brind wrote this from the reports listed below. It can be wrong. Each section says how much you can rely on it, and the sources are linked so you can check.

What happened

Some supportReported by 1 outlet

Micron Technology revealed plans for its next-generation 3D NAND, G11, which is scheduled to enter mass production in the second half of 2027. The technology, which utilizes wafer-on-wafer bonding, is designed to double storage density and increase I/O performance by 50% compared to Micron's current NAND memory. This new memory is positioned to compete directly with Kioxia's BiCS10 and Samsung's V10.

From tomshardware.com

Why it matters

Some supportBrind's analysis of the reports

The G11 NAND represents a substantial advancement in memory technology, offering significant gains in density, speed, and power efficiency. This technological leap increases competitive pressure within the global NAND flash memory market, directly challenging the market positions of rivals like Kioxia and Samsung Electronics.

Market share data indicates intense competition among major memory and SSD manufacturers, including Micron, Kioxia, and SK Hynix.

From tomshardware.com

Who's involved

  • Micron TechnologyAnnouncing the next-generation 3D NAND (G11) product.
  • KioxiaCompetitor whose BiCS10 product is directly challenged by Micron's new NAND.
  • Samsung ElectronicsGlobal rival in the memory chip industry.
  • SanDiskCompetitor in the storage markets.

Who could feel it

Possible knock-on effects

These are possibilities Brind reasoned out, not predictions, and not advice. Most are not stated in any report.

  • Samsung ElectronicsSpeculative

    Samsung Electronics might face competitive threat to revenue in the memory chip industry from Micron's superior G11 NAND.

  • SanDiskSpeculative

    SanDisk could face competitive threat to sales in storage markets.

  • KioxiaSpeculative

    Kioxia could face competitive threat to revenue from Micron's advanced NAND, challenging BiCS10.

  • SK HynixSpeculative

    SK Hynix could face increased competitive pressure on costs in the memory market.

  • Changxin Memory TechnologiesSpeculative

    Changxin Memory Technologies could face increased competitive pressure on prices in the memory market.

  • Western DigitalSpeculative

    Western Digital could face competitive threat to sales in storage markets.

  • OpenAISpeculative

    OpenAI might benefit from Micron's high-performance, energy-efficient NAND for AI-oriented storage devices.

Keep exploring

Part of

TrendForce reports market share data showing intense competition among major memory and SSD manufacturers, including Micron, Kioxia, and SK Hynix. All 2 developments

The entities involved

Related events

Coverage

Newest first; wire copies grouped