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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 155.79-3.4%Nov 4 3:59 PM EST
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To: etchmeister who wrote (5747)5/7/2008 2:20:56 PM
From: etchmeister   of 5867
 
Samsung continues to lead in NAND flash market


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Josephine Lien, Taipei; Steve Shen, DIGITIMES [Wednesday 7 May 2008]

Samsung Electronics sold US$12.85 billion worth of NAND flash in the first quarter 2008, down 18.7% from the fourth quarter of 2007, according to data compiled by DRAMeXchange.

Although Samsung maintained its lead in the segment, the company saw its global market share by revenues decline to 39.6% in the first quarter, down from 41% in the previous quarter, DRAMeXchange observed.

Toshiba managed to boost its share in the global NAND flash market to 26.4% in the first quarter, a sharp increase of 4.1 percentage points from the fourth quarter due to a ramp of its 56nm production, DRAMeXchange noted.

NAND flash market share by revenues, 1Q08 (US$ millions)

1Q08 ranking


Company


1Q08 NAND flash revenues


Y/Y change


1Q08 market share


4Q07 market share

1


Samsung


1,285


(18.7%)


39.6%


41%

2


Toshiba


855


(0.3%)


26.4%


22.3%

3


Hynix


569


(29.1%)


17.5%


20.8%

4


Micron Technology


248


(12.4%)


7.7%


7.3%

5


Intel


181


(3.2%)


5.6%


4.9%

6


STMicroelectronics


85


(6.6%)


2.6%


2.4%

7


Renesas/Powerchip


20


(60%)


0.6%


1.3%

Sources: DRAMeXchange, compiled by Digitimes, May 2008
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