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长江存储剑指全球第一！NAND产能猛扩：明年超越三星SK海力士_我的网站

A |     8月26日消息，据报道，国产NAND闪存制造商长江存储正在大规模扩建产能，目标在2027年底前超越三星和SK海力士，夺取全球NAND市场份额第一。     目前长江存储NAND市场份额约14%，落后三星约10个百分点。    Akhanda 2, one of the most awaited films of the year, faced an unexpected roadblock when its release was halted at the last minute on December 4, 2025. The delay came after Eros International filed a legal suit against Akhanda 2 producers, claiming that dues of nearly Rs 28 crore from an earlier arbitral agreement were still unpaid. The court prevented the film from hitting theatres on December 5, 2025.          Akhanda 2 team to address bottlenecks     This is the first time in recent memory that a star hero’s film has been postponed after it came close to release – the development left fans deeply disappointed. Balakrishna, who was eager to present the film to audiences, reportedly felt helpless in the situation, as everything was ready for the grand release. The postponement has not only affected fans but also theatre owners, distributors and the entire team who worked tirelessly to complete the film on time. To resolve the crisis, the core team, Balakrishna, director Boyapati Srinu and a few industry bigwigs are holding a meeting on Monday to assess the next steps. According to industry buzz, the team is trying hard to fix the situation quickly so that the film can arrive in cinemas without further delay.          December 12 new release date?     The latest talk suggests that they are planning to target December 12 as the new release date, subject to legal clearance. Reports also say that both Balakrishna and Boyapati Sreenu have agreed to give up a portion of their remuneration to help the producers settle the dues and ease out the financial burden. The move has won admiration from fans and industry members, as it shows their commitment to the film and the people who backed it. With the team working round the clock to resolve the issue, hopes are high that Akhanda 2 will soon storm theatres and deliver the mass-packed experience audiences are waiting for.Also Read: Explained: Here’s Why Court Halted The Release of Balakrishna’s Film Akhanda 2。

B | 三星、SK海力士和美光当前各有一批在建工厂，但三家厂商的产能扩张重心放在DRAM和HBM上，NAND扩产优先级靠后。    长江存储则几乎将全部资源集中在NAND上，这种差异化策略让长江存储的NAND产能增速远超竞争对手。     产能数据方面，长江存储到2027年初总产能将达到每月30万片晶圆，其中部分分配给LPDDR。同期SK海力士NAND产能预计为每月26万片。    长江存储的Fab 4和Fab 5两座新工厂各规划10万片月产能，洁净室将于明年建成，未来几年内五座新工厂陆续投产后，长江存储产能将大幅跃升。    不过也有分析指出，长江存储在2027年底直接夺取全球第一的可能性有限，三星随时可以将规划中的DRAM或HBM新工厂改为NAND产线，从而快速释放大量NAND产能。     长期来看长江存储确实在蚕食三星的领先优势，但具体何时超越仍取决于三星的产能调配决策。    

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