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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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Updated: SanDisk CFO Talks About Their Future NAND Roadmap

Published on April 11, 2013, in FAB, Future Flash.

Judy Bruner, SanDisk’s executive vice president of administration and chief financial officer talked at the Morgan-Stanley financial event late February where she provided an outline of the expected transition of memory types coming at SanDisk. and does not expect to use extreme ultraviolet (EUV) lithography for the manufacture of memories until it begins manufacturing Resistive RAM (ReRAM)

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Micron Talks about its NAND Flash at the Raymond James 34th Annual Institutional Investors Conference

Published on March 20, 2013, in FAB.

The NAND space quickly starting to consolidate. There were basically four players that had the technology or still developing the technology Micron, Samsung, Hynix and a combination Toshiba and SanDisk. So over 30 years. We finally seem like we’re down to a consolidated basis where supply for the last two to three year has been

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Growth of NAND Flash Slows

Published on March 20, 2013, in Market Share.

A decrease in the amount of memory carried by mobile devices like handsets and tablets is slowing overall growth in the NAND flash industry and poses fresh cause for concern among NAND suppliers, according to an IHS iSuppli Flash Dynamics brief from information and analytics provider IHS. In a convergence of density trajectories, a sampling of handsets and

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Global 2012 NAND Flash Market Declines as Ultrabooks Disappoint

Published on February 14, 2013, in Market Share.

Global NAND flash memory market revenues fell 7 percent in 2012 as disappointing Ultrabook sales, decline as well as late launch of Apple iPhone line and the steep drop in retail NAND product sales. NAND industry revenues fell to US$19.7 billion in 2012, down from US$21.2 billion in 2011. However, revenues will pick up in 2013

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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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Microsoft is Betting on its Own Surface Tablet Success

Published on August 22, 2012, in Tablets.

An IDC analyst told CNET that Microsoft is expected to build a more than 3 million Surface tablets, of both its Intel x86 Windows 8 and ARM Surface RT, Windows 8 RT Tablets.  The IDC analyst Bob O’Donnell said that ”There could be two ways to get Surface. Buy it outright for, let’s say, $599. Or $199 for a

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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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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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NAND Prices Stabilized in the 1St Half of July 2012

Published on July 18, 2012, in NAND Prices.

According to the research firm TrendForce, 1HJul. NAND Flash Contract Price Stabilizes due to Inventory Replenishment for New Devices and Suppliers’ Production mix Adjustments. NAND Flash suppliers have been strategically reducing the production ratio of TLC products for the UFD and memory card markets since early June. Manufacturers are increasing the output ratio of MLC products, mainly

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