It is reported that Samsung Electronics has basically normalized its NAND flash memory business, with the overall production line utilization reaching 90%.

According to reports from Korean media ETNews, according to industry insiders, Samsung Electronics has recently increased its NAND capacity utilization rate to 90%, a further increase from 80% in the first quarter.

Notes from this site: Regarding Samsung Electronics’ NAND business, Korean media ETNews and The Elec have a relatively optimistic attitude. The latter stated in March that the operating rate of the Xi’an plant has reached 70%; The Chosun Ilbo is even more negative, believing that Samsung continues to maintain its 50% production reduction strategy.

According to reports, Korean electronic media ETNews pointed out that some of Samsung’s large flash memories The storage round plant is actually at full capacity, which is significantly better than the 60% production capacity utilization level in the same period last year.

Reports indicate that the capacity utilization rate of China's Xi'an factory was the first to increase significantly. Since then, the production capacity of Samsung's NAND factory in Pyeongtaek, South Korea, has also been gradually restored.

Another source said that Currently, the NAND flash memory inventory of downstream customers has basically been exhausted, and supply and demand are approaching balance. This is also the confidence for Samsung to continue to increase production capacity utilization.

The report believes that the artificial intelligence boom has driven related companies to increase the demand for enterprise-class solid-state drives, and North American and Chinese cloud service manufacturers have increased their purchases of enterprise-class storage. This is an important factor in the improvement in demand.

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