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Samsung Increasing Purchases of Memory Products from Outside

Published on April 11, 2013, in FAB, NAND Prices.

Samsung Electronics reportedly has expanded the purchase of memory products from outside, including the purchase of mobile DRAM chips from Elpida Memory as well as NAND Flash and eMMC devices from Toshiba/SanDisk. Samsung’s own supply of memory products is already falling short of internal demand, including that for its Galaxy-series smartphones and tablets, industry sources

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NAND Flash Market Grow in Q3 2012 Moving Makers Into Positive Ground

The NAND flash market successfully turnaround in the third quarter, as improved demand and significant production cuts brought the industry’s supply and demand balance into better alignment, according to an IHS Flash Memory market brief. NAND revenue rose to $4.5 billion, up 5 percent from $4.3 billion in the second quarter, with industrywide operating profits nearly doubling

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NAND Flash Contract Prices Rise up to 17% in 1H October

Published on October 30, 2012, in NAND Prices.

Contract prices for NAND flash memory continued to rally in the first half of October 2012, with quotes for mainstream MLC parts up 7-17%, according to DRAMeXchange. Early October contract prices for 64Gb MLC chips averaged US$4.99, up 17%, while those for 32Gb parts rose 7% to US$2.59 on average, DRAMeXchange revealed. Replenishment demand from

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Top NAND Makers Plan to Raise Prices

Published on September 21, 2012, in NAND Prices.

NAND Flash memory production cutbacks made few months ago by Toshiba, Samsung and SK Hynix finally shows its toll as Flash supply becomes tight. Over the last quarter Flash prices stabilized however ahead of end-of-the-year sales and new key product launch, Flash makers see limited Flash supply and with it an opportunity to raise NAND prices. The 4 leading NAND flash

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1H August NAND Flash Contract Prices Remains Stable After Production Cut Back

Published on August 21, 2012, in NAND Prices.

According to DRAMeXchange research, first half of August NAND contract prices are continuing to stabilize, with prices remaining either flat or showing small gains. As buyers and sellers remain divided over the future pricing trend. NAND Flash manufacturers like Samsung and Toshiba are continuing to impose tighter supply. 2Q12, NAND Flash vendors, financial reports shows that both

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Can Apple with One Phone Fix the NAND Market and Win the Smartphone market?

One analyst think that they can, based on Phil Schiller, Apple’s SVP Marketing, comment at the trial “Each new generation sold approximately equal to all previous generations combined.” Horace Dediu from Asymco put the rule to the test using some guess work and publicly known data he checked the historical iPhones sales data to validate

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Samsung and Hynix Join Forces With Toshiba to Stabilize the NAND Market

Following Toshiba’s announcement on July 24th that it will cut its overall NAND-chip production by approximately 30%. Both Samsung Electronics and SK Hynix plans to join Toshiba in scaling down production at their NAND flash plants to align the fall in demand with supply and to try and raise NAND prices back to a more comfortable place. The

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Toshiba NAND Memory Production Cutback Explained

Earlier this week we have reported that Toshiba is reducing production of NAND flash memory used in Memory Cards and USB Flash Drives (UFD) by approximately 30% at its Yokkaichi plant in Mie Prefecture. Toshiba blamed the move on slow sales of Cards and UFDs but is this really the only reason for such a drastic move? For years that Fabrications told us that,

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Why Apple Missed Q3 Financial Results and How Does it Affect the NAND Market

Apple in 2007 reinvented the Smartphone market with the introduction of the iPhone, since then many have tried to copy the iPhone and Apple is fiercely fighting back in many legal battles around the world, however Apple kept leading the market all the way up until 2011. 2011 was a tough year for Apple as its CEO,

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Toshiba Continues its Efforts to Rise NAND Prices

The Nikkei reported today that Toshiba announced plans to reduce production of NAND flash memory by approximately 30% at its Yokkaichi plant in Mie Prefecture, the production adjustment will be effective from today. Low demand in the retail market, of USB memories and memory cards, unsuccessful product launches such as SSDs in UltraBooks and Apple not launching its

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