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Status of the Memory Industry 2020 

NAND and DRAM Samsung, Micron, and SK hynix, and pure NAND players, Kioxia and Western Digital, together hold ~90% of stand-alone memory market.

This is a market report (€6,490) from Yole Development:

Status Memory Industry 2020
Focus on Kioxia

This is a 360˚ analysis of the memory industry and its competitive landscape with a deep dive into Kioxia’s NAND business.
   
Market concentration has accelerated dramatically in the last decade and is now remarkably high.

Three dominant NAND and DRAM players – namely Samsung, Micron, and SK hynix – and two pure NAND players, Kioxia and Western Digital, together hold ~90% of the stand-alone memory market.

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Yole

Toshiba Corporation was expected to offload its subsidiary Kioxia Holdings Corporation by selling the 40.2% stake that it holds in the company in the form of an IPO to be held in October 2020. However, recent reinforcement of US restrictions (September 15, 2020) on Huawei – one of Kioxia’s major customers – and concerns for a second wave of Covid-19 pandemic have likely pushed Kioxia’s executives to postpone the date of the IPO.

Kioxia has the 2nd highest market share in the NAND market, and has had a consistent presence in the industry since inventing the technology in the late 1980’s. Kioxia and Western Digital’s joint venture holds the highest NAND wafer capacity in the industry but their operating margins remain behind those of the industry leader Samsung.

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