It hasn’t been long since the introduction of Quad-Level NAND memory and we’ve started hearing whispers of Octa-Level NAND too. This report comes from
Octa-Level Cell memory will reportedly feature 8 bits per cell, resulting in an increase of 100% in density compared to QLC. This hike in density will not only exceed Moore’s Law but will also send waves through the industry, possibly having a significant effect on the stocks as well as SSD pricing.
The last time something similar happened was when QLC NAND was introduced, following which Micron’s stock fell by almost 50%. This time around when OLC NAND is first introduced, the company’s stocks will most likely enjoy some steady gains, as the competitors play catch-up. However, like every new technology, this phase will be followed by a shortage and the prices going up. After that, the prices will continue to stay volatile until Micron manages to meet the demand. Lastly, the prices will stabilize and by then other vendors will also have something to compete against Micron’s new NAND.