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To: etchmeister who wrote (3695)	4/17/2008 1:03:16 AM
From: etchmeister	Respond to of 3813

Kingston the biggest beneficiary of NAND flash price recovery (are the 8 inch phase outs finally "materializing"? following news of production cuts or delays at major chipmakers including Hynix Semiconductor and IM Flash Technologies. very doubtful the production cuts apply to 200mm; me thinks it's quite remarkable how much milage they got out of 200mm) Printer friendly Related stories Comments Email to a friend Latest news Josephine Lien, Taipei; Esther Lam, DIGITIMES [Thursday 17 April 2008] In light of the sudden surge of NAND flash prices, Kingston Technology, which procured a considerable amount of NAND flash during the price lows, is said to be the biggest beneficiary. Spot prices for NAND flash posted an average growth of about 40% over the past two weeks, following news of production cuts or delays at major chipmakers including Hynix Semiconductor and IM Flash Technologies. Kingston reportedly procured a batch of 100 million chips from Samsung Electronics at low cost in early 2008. The rapid shift in NAND pricing means this inventory now represents a significant return on investment for Kingston, sources at memory houses commented.