[Jibang Consulting: NAND Flash revenue will decline year on year in 2023 the price will not be significantly stabilized until demand picks up] Science and Technology Innovation Board Daily reported on the 20th that ao Guofeng, the manager of Jibang Consulting Research, predicted at the 2023 Ji Bang Consulting Semiconductor Summit that the total revenue of NAND Flash in 2023 will decline year on year, and there will be a substantial loss. Since the second half of 2022, due to the sharp deterioration of supply over demand, flash memory market prices continue to fall, the original factory price reduction and sales hit industrial revenue, in response to weak demand, the original factory has entered the production reduction camp one after another. At the same time, the demand in the terminal market is sluggish, so we can only rely on the increase of average carrying capacity to stimulate NAND bit demand, and the price trend will not be significantly stabilized until the demand picks up.