Intel’s Chinese NAND flash deal could have a massive impact on future memory prices

Intel are reportedly set to deliver wafers full of 64-layer 3D NAND flash memory to Chinese tech company, Tsinghua Unigroup, in a deal which could have big ramifications on the wider memory market.

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Reports surfaced at the start of the month that Intel were discussing a deal with Tsinghua Unigroup that would hugely cut China’s reliance on the Korean memory manufacturers for their NAND flash supply. The Chinese government has set an aim of being at least 70% self-sufficient when it comes to semiconductor supply by 2025, and the company’s NAND factories have themselves seen government investment of over $24bn.

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