Samsung Exiting MLC NAND Business Opens Up Space For Taiwanese NAND Maker, Resulting in a 382% Revenue Increase

Samsung is exiting low-end MLC NAND and other entry-level memory products, shifting toward higher-margin offerings.

Macronix is benefiting from the supply gap, with a sharp rise in MLC NAND revenue share and stronger eMMC sales.

Continued NAND supply shortages are also pushing up prices for NAND and NOR Flash.

The move highlights Samsung’s strategy change and gives smaller suppliers room to gain share.