Please provide your proof that "SanDisk benefits from stable flash wafer pricing. LEXR does not".
From Sandisk's 10Q: "All of our flash memory card products require silicon wafers, a substantial majority of which are currently supplied by Toshiba's wafer facility at Yokkaichi, Japan, as well as by UMC in Taiwan and to a lesser extent by Hitachi and Samsung. Our NAND flash memory products are substantially supplied by Toshiba's Yokkaichi wafer fabrication facilities and, to a lesser extent, by Samsung. If Toshiba, FlashVision, Samsung and UMC are uncompetitive or are unable to satisfy these requirements, our business, financial condition and operating results may suffer. Any disruption in supply from these sources due to natural disaster, power failure, labor unrest or other causes could significantly harm our business, financial condition and results of operations. "
if you care to read Lexar's 10Q, its primary flash wafer supplier is Samsung, which just announced doubling flash production capability a few weeks ago. |
