𝛼SK or Searchbearish
Tech Supply Chain Tracker (27-Feb-2026): Samsung exits 2D NAND, converts fab to 1c DRAM.
SUMMARY
- Samsung is shifting its focus from 2D NAND production to 1c DRAM fabrication at its Hwaseong Line 12.
- Team Group and Apacer are achieving record profits due to increased demand for DRAM and NAND, driven by AI advancements.
- In Malaysia, the scrutiny surrounding the Arm deal is growing, influenced by recent seizures and political developments.
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- Tech Supply Chain Tracker (27-Feb-2026): Samsung exits 2D NAND, converts fab to 1c DRAM.27 Feb 2026
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