SLC NAND

Headlines · 2

1. 5d
   Macronix Reports Record Q3 Profit on Strong Memory Demand

   Macronix reported 2026 Q3 revenue of NT$24.237 billion, up 27% from the previous quarter and 195% year over year, with gross margin at 70.5% and basic EPS of NT$5.52. NAND Flash including eMMC accounted for 47% of quarterly revenue and NOR Flash 46%. Reports cited strong AI data-center demand for high-density NOR Flash and structural shortages in SLC NAND and eMMC. The gross-margin improvement reflected price increases, a better product mix and approximately NT$750 million of inventory reversal benefit, so it cannot be attributed solely to AI demand. At the earnings briefing, Chairman Wu Min-Chiu said the company would stop expanding NOR Flash capacity and redirect limited capacity toward 3D NAND and 3D eMMC, focusing on space communications, data centers, medical, automotive and industrial markets.

   科技新报 · 🔥 10
2. Oct 21
   Powerchip Semiconductor Q3 profit nearly doubles as 3D AI lines resume

   Powerchip Semiconductor reported third-quarter revenue of NT$21.3 billion, up 23% sequentially and 80% year over year, while net profit rose 98% to NT$6.5 billion and gross margin reached 48%. Its 3D AI foundry revenue share fell from 5.4% to 1.4%, partly because of equipment relocation and a production pause at the Tongluo plant. The company said related production lines had resumed in Hsinchu, with the Wafer-on-Wafer line in small-volume trial production; it expects 3D AI foundry revenue momentum to return in the fourth quarter. Powerchip forecasts double-digit fourth-quarter revenue growth and plans to raise automotive-process foundry prices by 10% to 20% for 2027 while negotiating with customers. These are company forecasts and plans rather than completed results.

   科技新报 · 🔥 0

Experience and discussion from the community

Share my SLC NAND experienceAsk about SLC NAND