Firm upgrades NAND market
Mark LaPedus
EE Times
(03/27/2007 10:25 AM EDT)
SAN JOSE, Calif. — There's good news--but not great news--for NAND flash suppliers, according to iSuppli Corp.
iSuppli now is rating market conditions for NAND suppliers as ''neutral,'' up from the ''negative'' assessment that the research firm has maintained since the week of Oct. 2, 2006.
''The major factor behind iSuppli's upgrade is a slowing in the growth of supply, which is helping to mitigate the severe price erosion that has been the dominant driver of market conditions over the past half year,'' said Nam Hyung Kim, principal analyst at iSuppli, in a statement.
''The South Korean suppliers, Samsung Electronics Co. Ltd. and Hynix Semiconductor Inc., are decelerating their NAND production growth, leading to a more balanced supply/demand situation and firmer pricing in the market,'' he said.
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