Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC/Sandisk Corporation -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (28273)	5/24/2005 10:24:12 AM
From: Pam	Read Replies (1) \| Respond to of 60323

Hi Slacker, The latest numbers from iSuppli indicate that 17% of the NAND supply is now coming from non-licensed sources. This could be a nice source of upside if Sandisk manages to get the same type of royalties that they are getting from their current licensees. That could add another 40-45MM per year if they can get them to obtain licenses from Sandisk! Still no date for next round of Lexar vs. Toshiba. How long does it take to heal from a broken arm? ;-) And does it prevent one from handing down the judgement? Although, signing the document would be a problem! ;-) :-) -Pam

To: slacker711 who wrote (28273)	5/25/2005 4:07:56 PM
From: slacker711	Respond to of 60323

I dont know why Digitimes always seems to think that Samsung is a process generation ahead of where they actually are....AFAIK, they still dont have a 8Gb part. OTOH, it is true that high-density flash chips have been falling hard in price over the last several weeks. digitimes.com Paper: Samsung to continue lowering 8Gbit NAND flash prices Hans Wu and outside sources, Taipei; Carrie Yu, DigiTimes.com [Wednesday 25 May 2005] Samsung Electronics has been slashing the price of its 8Gbit NAND flash memory since the beginning of the year, with the original price of US$58 expected to eventually fall to US$30, the Chinese-language Economic Daily News reported. In addition, Samsung has been lowering prices for all of its high-density parts, including 2Gbit, 4Gbit and 8Gbit NAND flash memory, with daily prices falling as much as 3%, the paper said. The company also expects to roll out a 16Gbit part in the second half of this year,. According to DRAMeXchange, contract prices for Samsung’s 8Gbit part stood at US$56.5 in the first half of May, and sources stated the price has dropped to less than US$53 since then. However, the paper did not specify when the price was expected to fall to US$30. Samsung was not available for comment at the time of publication. Other sources indicated that Samsung is applying the aggressive price-cutting strategy for high-density NAND flash to remain competitive with Hynix Semiconductor, which is accelerating wafer starts for its NAND flash memory and will start volume producing 2Gbit NAND flash next month. Chang-Gyu Hwang, president of the Samsung semiconductor operation, was quoted by the Semiconductor Reporter as forecasting that NAND flash memory prices will continue to fall 40% a year because of technological advancements.

To: slacker711 who wrote (28273)	5/25/2005 4:08:23 PM
From: slacker711	Read Replies (2) \| Respond to of 60323

I dont know why Digitimes always seems to think that Samsung is a process generation ahead of where they actually are....AFAIK, they wont have a 8Gb part until the end of the year or early next year. OTOH, it is true that high-density flash chips have been falling hard in price over the last several weeks. digitimes.com Paper: Samsung to continue lowering 8Gbit NAND flash prices Hans Wu and outside sources, Taipei; Carrie Yu, DigiTimes.com [Wednesday 25 May 2005] Samsung Electronics has been slashing the price of its 8Gbit NAND flash memory since the beginning of the year, with the original price of US$58 expected to eventually fall to US$30, the Chinese-language Economic Daily News reported. In addition, Samsung has been lowering prices for all of its high-density parts, including 2Gbit, 4Gbit and 8Gbit NAND flash memory, with daily prices falling as much as 3%, the paper said. The company also expects to roll out a 16Gbit part in the second half of this year,. According to DRAMeXchange, contract prices for Samsung’s 8Gbit part stood at US$56.5 in the first half of May, and sources stated the price has dropped to less than US$53 since then. However, the paper did not specify when the price was expected to fall to US$30. Samsung was not available for comment at the time of publication. Other sources indicated that Samsung is applying the aggressive price-cutting strategy for high-density NAND flash to remain competitive with Hynix Semiconductor, which is accelerating wafer starts for its NAND flash memory and will start volume producing 2Gbit NAND flash next month. Chang-Gyu Hwang, president of the Samsung semiconductor operation, was quoted by the Semiconductor Reporter as forecasting that NAND flash memory prices will continue to fall 40% a year because of technological advancements.