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To: Sam who wrote (55052)6/3/2013 1:04:08 PM
From: Unwelcomeguest  Respond to of 60323
 
"The magnitude-6.3 earthquake that struck Taiwan Sunday might drive DRAM prices up even further because major Taiwan-based memory module makers such as Rexchip, Winbond, Nanya Technology and Inotera Memories reported silicon wafer damage problems after the quake, the report noted."

I really hope this quake doesn't become too disruptive for DRAM supplies. Most of the products that use NAND also use DRAM and if the shortage become acute, it could affect production rates. This would negatively impact NAND demand.

UWG