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@jukan05: This is a really remarkable report from UBS. I was genuinely stunned by a lot of it. In particular, the point that Kioxia's NAND wafer cos...

@jukan05 3 信息等级 3 1 噪音/剔除；2 较弱；3 普通事实；4 重要行业动态；5 极重大事件。该分数是信息显著性，不是投资建议。 发布：2026-05-29T05:39 抓取：2026-05-29 11:18
🔗 原文链接
行业 半导体
摘要

据UBS报告，Kioxia的NAND wafer成本为2000美元，仅为三星的一半，其横向扩展架构是成本优势关键。报告还涉及HBF及NAND闪存市场展望。

客观事实
  • Kioxia的NAND wafer成本2000美元，是三星的一半
  • Kioxia的横向扩展架构带来行业领先成本优势
Kioxia Samsung UBS

原文

This is a really remarkable report from UBS.

I was genuinely stunned by a lot of it.

In particular, the point that Kioxia's NAND wafer cost is $2,000 — only half of Samsung's — and that Kioxia's lateral (horizontal) scaling architecture is what gives the company its industry-leading cost advantage was something I really had no idea about.

There's so much else in there too — HBF, the outlook for the NAND flash market itself, and more.

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