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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).