Samsung Electronics manufactures over 40% of its NAND chips in Xian, China, with factories there accounting for 15% of total global NAND production. Unfortunately there is bad news from Samsung and Xian was firmly locked in after a Covid-19 outbreak.
Conflicting reports have surfaced about whether kildollarsemen will affect NAND supplies and price volatility. Also, Samsung’s neighbors in Xian include a series of important semiconductor companies such as Powertech Technology (PTI) and Micron Technology.
Business Korea talks about the bad situation in its report on Samsung’s Xian plant entering Emergency Mode. It has been emphasized that confirmed Covid-19 cases have increased in the region. In fact, according to the claim, “only one person from each household can go out every two days to meet their needs” in the quarantined region. However, the company has stated that its employees should work from home.
TrendForce analisdollarseries, on the other hand, seems pretty confident that throttling will not have a major impact on the NAND supply process or price scam. Moreover, Samsung is said to have enough stock and significant NAND inventories to satisfy customers by mid-January.
We hope that major memory manufacturers such as Samsung and Micron will not be affected by these restrictions on a large scale and the price will not be adversely affected. TrendForce had emphasized that NAND prices should drop by early 2022. This was positive news for SSDs purchased by end consumers.