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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

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Dec 5 4:00 PM EST

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To: w0z who wrote (80839)	8/21/2018 7:45:54 AM
From: FJB	4 Recommendations Recommended By Donald Wennerstrom dvdw© Return to Sender Sam Read Replies (1) of 95531

3D NAND Flash Wars Begin Market overcrowding, more efficient manufacturing, and growing list of scaling issues create a challenging competitive landscape. semiengineering.com 3D NAND suppliers are gearing up for a new battle amid a period of price and competitive pressures, racing each other to the next technology generations. Competition is intensifying as a new player enters the 3D NAND market—China’s Yangtze Memory Technologies Co. (YMTC). Backed by billions of dollars in funding from the Chinese government, YMTC recently introduced its first 3D NAND technology. The move is fueling concerns that a new entrant could impact a deteriorating market. The 3D NAND business is heading toward a prolonged period of oversupply and price erosion. CONT...

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