AAI Gossip
Winbond, Taiwan’s 2nd biggest memory chip maker, plans to become the top SLC NAND supplier in the world by 2027, media report, amid rising demand from a range of new businesses: robotics, drones, Low-Earth-Orbit (LEO) satellites, in addition to industrial control and automotive. NAND Flash revenue +65% in the 2nd quarter, and SLC NAND accounted for 40%.
A shift to 24nm production will help expand supply. Winbond is currently expanding capacity at a fab in Kaohsiung, south Taiwan, to 24,000 wafers-per-month from 15,000 now. Winbond is also the biggest maker of NOR Flash, and produces a range of legacy DRAM, including DDR3. Some clients have already inked long-term agreements (LTAs) through 2030.Source: Dan Nystedt
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