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Technology Stocks : ASML Holding NV
ASML 171.98-0.1%Dec 8 8:10 PM ESTNews

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From: BeenRetired10/4/2017 8:59:29 AM
   of 5018
 

"expert": 70% of '18 NAND output to be 3D..................................................................


"However, DRAMeXchange predicts that NAND flash bit growth will be about 43 percent in 2018, while bit demand growth is projected to be about 38 percent."

Prices dropping is precisely what ASML shareholders want. Classic Price Elasticity.
Gadget guys have been whining about nosebleed NAND and RAM. With lower prices, more of both will be slapped into stuff.

Cymer lights don't make prices. Or profits. Or margins.
Cymer lights make units/layers/bits. Very precisely.

NAND guys really starting to dial in 3D NAND. Paves the way to ~200L. Can you say way cheaper than dirt SSS? Prolly dialing in 1Xnm RAM, too.

And,...
This is just the start.

ASML.



However, DRAMeXchange predicts that NAND flash bit growth will be about 43 percent in 2018, while bit demand growth is projected to be about 38 percent


DRAMeXchange expects 3D NAND to make up 70 percent of global NAND bit output next year, the firm said.

Samsung has been in mass production of 64-layer 3D NAND since the recently concluded third quarter. By the fourth quarter, DRAMeXchange expects 3D NAND to be more than 50 percent of the company's NAND capacity, a number that could rise to as high as 60 to 70 percent next year.


SK Hynix now uses mainly 48-layer NAND stacking technology, but its 72-layer stacking will account for a larger share of its production capacity next year, according to DRAMeXchange. The firm expects about 20 to 30 percent of SK Hynix's total NAND flash production capacity to be 3D NAND in the fourth quarter of this year, a figure that could rise to 40 to 50 percent by the fourth quarter of 2018, DRAMeXchange said.

Toshiba and partner Western Digital mainly produced 48-layer 3D NAND during the first half of this year. About 30 percent of the joint venture's total NAND capacity will be based on 3D NAND in the fourth quarter, with that number expected to surpass 50 percent by the fourth quarter of 2018, according to DRAMeXchange.


P.S.
Don't confuse survival of the fittest with shill Chip Armageddon. Only the apex guys will survive and thrive in The EUV/ArF Age.
And,...
They'll crank out units/layers/bits like no tomorrow.
The Wall is a bogus slime street creation. they cry wolf with every new node. pay "experts" for supporting "research".
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