Rumor
Macronix to increase NAND flash capacity amid global shortage, delaying 3D NOR flash by two years
Tuesday, January 13, 2026 at 02:35 PM
Macronix plans to invest NT$22 billion (US$700 million) in capital expenditure this year to increase its MLC NAND Flash memory chip capacity from 20,000 to 30,000 wafers per month by year-end. This represents a strategic shift for the company, which will also delay the launch of its 3D NOR Flash by two years to focus on NAND. Macronix's capital expenditure for 2025 was NT$1.8 billion.
Context
Macronix is strategically reallocating production capacity from NOR flash to MLC NAND to capitalize on a widening supply gap. This pivot follows the exit of major manufacturers like Samsung Electronics, Micron, and SK Hynix from the MLC market. While industry giants shift focus toward high-margin AI and server memory, Macronix is positioning itself to fill a critical niche for automotive and industrial clients who require the high reliability and long-term supply commitments characteristic of MLC technology.
Global MLC NAND capacity is projected to plunge by 41.7% year-on-year in 2026, primarily as Samsung concludes its final shipments by June 2026. This tightening has triggered sharp price hikes, enabling Macronix to restore its 12-inch fab utilization to full capacity after falling to a low of 50% last year. Additionally, the company’s reduced NOR output is supporting a projected 30% price increase for mid-to-high density NOR products by early 2026, creating a dual tailwind for the firm’s financial recovery.
Related Companies
Macronix
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