摘要：China is a dynamic and fast growing market for Toppan products we have been a supplier to the China market for more than 20 years.Toppan will continue to search out partnership opportunities withour R&D capability and global capacity.Toppan's current footprint and new opportunities provide a solidplatform for our continued growth through local investment, export,and import business opportunities.Our quality manufacturing system leads high yield and throughput which not only ensure the first time success but also reduces product qualification cycle and enhances the wafer yield.
摘要：2D-NAND supply continue shrinking from 3D-NAND migration while 3D-NAND supply will significantly increase from 2H17. Demand visibility is the key for market dynamics.2017 CAPEX is up 30%yoy. Memory makers place more money on NAND investment.All new capacity added is 3D-NAND.3D-NAND bit volume likely crossover 2D-NAND from 4Q17.Strongest application:Growing more than 60%yoy, SSDs accounts 40% of NAND demand.Long term NAND demand annual growth can be sustained at 40%.China market NAND consumption is>30% in 2017 and aim for 40% by 2020.
