This means that Samsung is aiming for over 150-layers of NAND per stack, which seems like a big risk to take when it comes to yields. What sticks out in the Seoul Economic Daily news piece is that unlike SK Hynix, which is going for a triple stack sandwich, Samsung will apparently stick with two stacks. Currently Samsung's most cutting edge stacked NAND is a 236-layer product, which is four more layers than Micron and YMTC, but two less than SK Hynix. The Seoul Economic Daily claims in an exclusive that Samsung will have a 300 plus layer V-NAND-(V for Vertical or 3D NAND-chip ready for production in 2024 and could as such beat SK Hynix by as much as a year, depending on how soon Samsung can deliver. It appears that Samsung is getting ready to beat SK Hynix in the race to 300 plus layers of NAND Flash, at least according to reports coming out of South Korea. In the interim, customer spend for quantum computing has been negatively impacted by several factors, including: slower than expected advances in quantum hardware development, which have delayed potential return on investment the emergence of other technologies such as generative AI, which are expected to offer greater near-term value for end users and an array of macroeconomic factors, such as higher interest and inflation rates and the prospect of an economic recession. The new forecast is considerably lower than IDC's previous quantum computing forecast, which was published in 2021. The forecast includes base quantum computing as a service as well as enabling and adjacent quantum computing as a service. This represents a five-year compound annual growth rate (CAGR) of 48.1%. International Data Corporation (IDC) today published its second forecast for the worldwide quantum computing market, projecting customer spend for quantum computing to grow from $1.1 billion in 2022 to $7.6 billion in 2027.
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