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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (146936)	5/6/2002 3:18:48 PM
From: TimF	Read Replies (1) \| Respond to of 1575244

Do you believe this is a good call? I really don't know. I don't have any contacts in the industry. I wouldn't see flash sales going back up until everyone can see that they are going up. Tim

To: tejek who wrote (146936)	5/6/2002 4:27:34 PM
From: TimF	Respond to of 1575244

NAND flash: Low supply, high prices digitimes.com NAND flash manufacturers are having a hard time keeping up with demand. The price of 64 and 128MB NAND flash modules rose 20% from the end of 2001 to the end of March, to a respective US$18.50 and US$40, and then a further 3% in April. South Korean memory chip distributors report that their gross margins have risen to close to 10% and they have run short of inventory. Downstream IT companies are suffering from the rising costs and having to wait over a month for orders to be fulfilled. Predicting that the market will more than double in size this year, Samsung Electronics has been vigorously boosting production, yet coming up against upper limits to production expansion. Its monthly production has grown by 10% but is still unable to meet demand. Market sources indicate that Samsung is attempting to increase supply by improving yield rates, while Toshiba is transferring to Japan the Dominion Semiconductor flash memory production lines leftover from its sale of the Manassas, Virginia subsidiary’s DRAM operations to Micron Technology. The lines will be not be ready until the third quarter, prolonging the shortage until then. NAND flash memory is slower than NOR flash but costs only one-third the price. Consequently, it has been widely adopted in MP3 players, USB (universal serial bus) data storage devices, tape recorders and other products demanding large memory storage. Related stories: Samsung itching to displace Toshiba in NAND flash market (Mar 15) Link found in a post by dhellman on the mod thread siliconinvestor.com