Samsung V8 NAND Flash Utilization Reaches 80%

According to Korean media reports, Samsung Electronics has significantly increased the utilization rate of its main 8th-generation (V8) NAND Flash production line at the Pyeongtaek campus, reaching around 80% capacity.

Earlier this year, Samsung's V8 NAND line maintained an average utilization rate between 60% and 70% through the second quarter of 2025. However, as AI-driven demand for memory products accelerated, the rate surged by over 10% in the third quarter, signaling a strong rebound in the NAND Flash market.

Industry insiders note that as NAND Flash prices began climbing rapidly in Q3, upstream suppliers also saw growing orders for materials and components used in NAND manufacturing. This momentum reflects the recovery of the entire memory industry. With inventories of V8 NAND shrinking sharply in the second half of the year, Samsung has ramped up production to meet surging market demand. Analysts expect utilization to remain above 80% through Q4 2025.

Samsung's V8 NAND Flash, first mass-produced in late 2022, features a 236-layer architecture and serves as one of the company's core NAND product lines alongside V6 NAND. The estimated monthly wafer capacity for V8 NAND is around 100,000 units.

The main force behind this market recovery comes from the rapid expansion of AI infrastructure, which requires massive storage capabilities. Enterprise SSDs used in servers—mostly adopting QLC NAND Flash—are currently driving the bulk of this demand. Although Samsung's V8 NAND primarily uses TLC NAND for consumer applications, the tightening supply of NAND in both consumer and enterprise markets has indirectly boosted V8 NAND demand as well.

According to TrendForce, the average selling price (ASP) of NAND Flash is expected to rise by 5%–10% in both Q3 and Q4 2025. The firm attributes this price increase to earlier production cuts that helped reduce inventory and to the steady growth of overall market demand.