A NAND inflection would be fantastic.

Source: https://seekingalpha.com/article/4648215-ichor-holdings-ltd-ichr-q3-2023-earnings-call-transcript?source=feed_all_articles

And again, one thing we said about Lam, especially in the NAND space that may be somewhat lost is, Lam gets from a revenue perspective, about the same amount of money for an upgrade per bit added in capacity as we do from a greenfield at.

Source: https://seekingalpha.com/article/4608550-lam-research-corporation-lrcx-management-presents-bernstein-39th-annual-strategic-decisions?source=feed_all_articles

China accounts for 40 percent of Samsung’s NAND memory chip production capacity and 40 percent to 50 percent of SK Hynix’s DRAM production capacity and 20 percent of its NAND capacity, Fitch estimated.

Source: https://business.inquirer.net/404479/south-korea-vows-support-for-its-chip-sector-amid-china-us-tension

China accounts for 40 percent of Samsung’s NAND memory chip production capacity and 40 percent to 50 percent of SK Hynix’s DRAM production capacity and 20 percent of its NAND capacity, Fitch estimated.

Source: https://business.inquirer.net/404479/south-korea-vows-support-for-its-chip-sector-amid-china-us-tension

However, we expect that for the rest of this calendar year, DRAM and NAND bit shipments will continue to increase and supply-demand balance will gradually improve.

Source: https://seekingalpha.com/article/4590766-micron-technology-inc-mu-q2-2023-earnings-call-transcript?source=feed_all_articles

I don't know for us if it will be as great the transition from planar to 3D NAND was.

Source: https://seekingalpha.com/article/4606518-lam-research-corporation-lrcx-presents-51st-annual-j-p-morgan-global-technology-media-and?source=feed_all_articles

In fiscal Q3, we expect gross margins to be negatively impacted by pricing, write-down of inventory, cost of underutilization and a higher mix of NAND.

Source: https://seekingalpha.com/article/4590766-micron-technology-inc-mu-q2-2023-earnings-call-transcript?source=feed_all_articles

Likewise, the company claims its latest NAND delivers around a 20 percent increase in read and write speeds.

Source: https://hothardware.com/news/sk-hynix-mass-production-238-layer-4d-nand-flash-memory

Prices of some DRAM memory chips, widely used in smartphones and PCs, plunged 40% over the year, while prices for NAND flash chips, used in data storage, fell 14%, according to TrendForce data.

Source: https://www.ibtimes.co.uk/samsungs-quarterly-profit-set-hit-6-year-low-consumers-hunker-down-1710974

So as we've all seen from the analyst reports, we have -- we do expect that NAND is largely bottomed.

Source: https://seekingalpha.com/article/4654746-netapp-inc-ntap-q2-2024-earnings-call-transcript?source=feed_all_articles

Solidigm entered the tech market in 2021 after the sale of 's NAND and SSD business to the global storage leader, SK hynix.

Source: https://gamerant.com/upgrade-your-storage-with-this-99-pcie-gen-4-nvme-40-x4-m2/

Some customers have made strategic purchases in DRAM and NAND to take advantage of unsustainably low pricing as the market begins its recovery.

Source: https://seekingalpha.com/article/4637794-micron-technology-inc-mu-q4-2023-earnings-call-transcript?source=feed_all_articles

The Company is mainly engaged in the development of NAND flash controller integrated circuits (ICs) for solid-state storage devices, as well as specialty radio frequency (RF) ICs for mobile devices.

Source: https://www.marketscreener.com/quote/stock/SILICON-MOTION-TECHNOLOGY-10836/news/SIMO-Investors-Have-Opportunity-to-Lead-Silicon-Motion-Technology-Corporation-Securities-Fraud-Lawsu-44907404/?utm_medium=RSS&utm_content=20230922

TurboWrite configured a portion of the NAND flash memory as an SLC cache, which accelerates write performance.

Source: https://hothardware.com/reviews/samsung-t9-rugged-external-usb-c-ssd-review

USB sticks or flash drives store data using NAND flash memory, in the form of binary valuesd (zeros and ones) in memory cells.

Source: https://www.pcworld.com/article/2037550/how-long-data-on-usb-sticks-really-last.html

"With timely introduction of the high-performance and high-capacity NAND, we will strive to meet the requirements of the AI era and continue to lead innovation.

Source: https://hothardware.com/news/sk-hynix-demos-321-layer-nand-performance-uplift