Lam Research Corp

Micron Technology, Inc.

Western Digital Corp.

China's YMTC is shipping the world's densest NAND
Chips 4 alliance + potential tool ban impacts
Industry long-term free cashflow margin outlook
Scoop: Western Digital buyout offer
Compared NAND process technology from Micron, SK Hynix, Samsung, Solidigm, Western Digital, Kioxia, YMTC
This includes having to do on-the-ground digging to find technical details they're unwilling to share publically
We also dug into the Chips 4 alliance between the US, South Korea, Japan, and Taiwan
Including the impacts of a potential tool ban and the capacity outlook for YMTC
Including the impact of Samsung and SK Hynix fabs in China
$MU $LRCX $WDC
[https://semianalysis.substack.com/p/2022-nand-process-technology-comparison](https://semianalysis.substack.com/p/2022-nand-process-technology-comparison)

As I get into semiconductors more and more I am SO GLAD to have comes across your writing. 

Eric Messenger

Density & Cost comparisons between all 6 NAND flash fabs, China's YMTC hiding technical details despite shipping world's densest NAND, Chips 4 Alliance and potential tool bans, Free cashflow margin for NAND industry historically and moving forward

https://semianalysis.substack.com/p/2022-nand-process-technology-comparison

2022 NAND – Process Technology Comparison, China's YMTC Shipping Densest NAND, Chips 4 Alliance, Long-term Financial Outlook

2022 NAND Update

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