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Technology Stocks : Atmel - the trend is about to change
ATML 8.1400.0%Apr 12 5:00 PM EST

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To: Dave O. who wrote (13471)9/3/2004 12:52:26 PM
From: tech101  Read Replies (1) of 13565
 
Shortages, price hikes begin to appear in flash memory

By Mark LaPedus

Silicon Strategies

09/02/2004, 5:40 PM ET

HOUSTON — Shortages and price hikes are showing up in the flash-memory market after a slight pause in the market, according to an e-mail newsletter from Smith & Associates, an independent distributor, based here.

"Although low-voltage flash was readily available during July, pockets of tight supply emerged during August," according to the newsletter. "With regular requirements from the telecommunications, cellular phone, and set top box sectors, open market pricing has risen above direct pricing for some models."

The NOR market is strong. "Inquiries for NOR flash have been healthy amid steady pricing and limited availability, particularly in low voltage and industrial configurations," according to the report. "Intel flash production has been strong as the processor giant expands its presence in the NOR flash market."

NAND is still in the dumps, however. "Several producers are launching or expanding production of NAND flash as these components gain in popularity. Meanwhile, NAND prices continue to decline, especially in 512Mb, 1Gb, 2Gb, and 4Gb densities," the report said.
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