🔥 MLC #NAND# is rapidly fading as major players exit or cap output, tightening supply and driving prices sharply higher. #Samsung# is reportedly shutting down its last 2D NAND line at Hwaseong, with final shipments expected in June.💡More: 🔗

Well, looks like SLC NAND is forcasted to rise up 120-170% for H2 2026 per Trendforce. There's $MU (21%), Kioxia (20%) as largest share, but clearer beneficiaries appears to be: 1. Winbond (2344): ~15% of the SLC NAND market 2. Macronix (2337): ~11% market share 3. SkyHigh Memory via Puya Semi: ~14% market share Given Micron at $1T and others are a bit large relative to SLC NAND TAM. (source: Q1 2026 Winbond presentation/Trendforce).

President Xi Jinping held talks with Namibian President Netumbo Nandi-Ndaitwah. The two presidents jointly announced the elevation of bilateral relations to a China-Namibia community with a shared future for the new era. President Xi noted that China and Namibia enjoy profound traditional friendship and share common aspirations for development. China stands ready to work with Namibia to enhance exchanges of development philosophies and synergize development strategies, and partner with each other on their paths to modernization.

Chinese Premier Li Qiang met with Namibian President Netumbo Nandi-Ndaitwah in Beijing. #China# stands ready to work with #Namibia# to enhance alignment of development strategies, expand bilateral trade, and strengthen cooperation in infrastructure, mining, oil and gas, new energy, and other fields, so as to better achieve win-win outcomes. China is willing to import more high-quality agricultural and fishery products from Namibia, support capable Chinese enterprises in investing in Namibia, and encourage Namibia to fully leverage China’s policy facilitation measures such as the zero-tariff treatment and the upgraded “green lanes” for import of African agricultural and food products to China. 🔗