Samsung, Kioxia Fully Exit 2D NAND; MLC Spot Prices Surge 300% in Six Months
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Samsung and Kioxia have exited or are exiting the 2D NAND market, with Kioxia's last shipments reportedly scheduled for 2028. This exit, along with others, has led to a surge in MLC NAND prices, which have tripled in a six-month period. The exit of these companies from the 2D NAND market may be contributing to a supply chain crisis, although the extent of the crisis and the involvement of other companies, such as Micron, is unclear.
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