iSuppli warns of NAND flash slowdown in 2008
evertiq.com
fabtech.org
article:
If matters weren?t bad enough for NAND suppliers, the DRAM market offers no solace. Some of the memory suppliers, including Samsung, Hynix and Micron, are capable of shifting production to DRAM when NAND conditions worsen.
me:
In comparison the NOR market seems to be holding up ok, although who knows, given the long term contract situation and lack of data? However, I'm relatively sure we would be hearing something about a pricing situation in the NOR markets if there were one. With SPSN as the clear NOR tech leader, and increasing its lead, things might be on the mend.
Still, the complete lack of news, nothing since q4 CC, could indicate some sort of inflection point. Everybody have their toes and fingers crossed? Something is up, but who knows what?
Nothing, even about the merger, it's almost like a SPSN news blackout. |
