ASML Holding NV Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : ASML Holding NV

ASML 1,056

+1.9%

Dec 19 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: niek who wrote (1171)	7/26/2006 2:28:51 PM
From: niek	Read Replies (1) of 42746

Who's going to produce all these NAND flashes? Samsung alone? I don’t think so. I presume that within three to five years the NAND prices have declined sufficiently to replace a hard disk completely. I made some calculations. Suppose that the complete production in 2006 from all hard disks all over the world will be replaced bij NAND flashes, the chipcompanies will need at least 165 complete new 300-mm fab’s, only to produce these NAND flashes. In that sense Mr. Simpson is right when he says that things are getting even more unstable.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next