Samsung recently exited low-end NAND and DRAM businesses, which has resulted in a major boost for Taiwanese and Chinese markets.
Taiwan-Based NAND Maker, Macronix, Sees Big 4x Boost In MLC Business As Samsung Focues on High-End Products
Recently, we reported that Samsung had exited LPDDR4 and LPDDR4X memory segments to focus on the more lucarative LPDDR5/X memory, which is a hot item for AI. The semiconductor giant also closed its MLC NAND business to focus on higher-end NAND products.
While this led to a short disruption in the memory and NAND markets for entry-level platforms, others have filled in the gap. Taiwanese company, Macronix, is doubling down on its NAND segment and seeing its revenue grow massively.
As per Economic Daily News, Macronix's revenue share for MLC NAND jumped from 21% to 30% in Q1 2026, marking a 90% increase versus the previous quarter and a massive 382% increase versus the prior year.
Due to Samsung's discontinuation of MLC NAND Flash production, Macronix's NAND Flash revenue share surged from 21% to 30% in the first quarter, a 90% increase quarter-on-quarter and a 382% increase year-on-year, while NOR Flash revenue share dropped to 58%.
Macronix is a key supplier in the 4Gb-32Gb segment, reports Commercial Times, and this strong demand has pushed even eMMC revenue up to 94% versus the previous quarter and almost 40x versus the prior year.
NAND Flash is still facing supply scarcity, which has led Macronix to increase prices for both SLC NAND and NOR Flash products. Contact prices of NOR and SLC NAND are expected to jump 100% by the 2nd quarter of 2026.
The company currently produces 96-layer 3D NAND with 192-layer NAND close to readiness and 300+ layers under development. Just like others filling the DRAM gap that Samsung created, Micronix & others will be filling the NAND gap where bigger vendors are reluctant to dedicate their production lines as AI continues to demand bleeding-edge DRAM and NAND capacity.
News Source: Trendforce
About the author: A Software Engineer by training and a PC enthusiast by passion, Hassan Mujtaba serves as Wccftech's Senior Editor for hardware section. With years of experience in the industry, he specializes in deep-dive technical analysis of next-generation CPU and GPU architectures, motherboards, and cooling solutions. His work involves not only breaking news on upcoming technologies but also extensive hands-on reviews and benchmarking.
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