Online information source for semiconductor professionals

DRAMeXchange details NAND Flash bit supply impact from Japan

18 March 2011 | By Mark Osborne | News > Fab Management

Popular articles

New Product: Applied Materials new EUV reticle etch system provides nanometer-level accuracy - 19 September 2011

Oberai discusses Magma’s move into solar PV yield management space - 29 August 2008

‚??Velocity‚?? the new buzzword in Intel‚??s PQS annual awards - 12 April 2012

Applied Materials adds Jim Rogers to Board of Directors - 29 April 2008

New Product: ASML Brion‚??s Tachyon MB-SRAF enables OPC-like compute times - 19 September 2011

Market research firm, DRAMeXchange has noted that the Japanese disaster led to a panic surge in spot prices for NAND Flash. Japan is home to Toshiba and SanDisk’s JV fab operations dedicated to NAND production. However, DRAMeXchange noted that global NAND Flash bit supply by would only be reduced by less than 4% in 2Q11.

Damage, mainly due to wafers in progress may reduce below 10% of the total Toshiba/SanDisk output in 1H2Q11. DRAMeXchange expects the over-supply gap in 2Q11 may be narrowed by the mixed effects from the earthquake.

DRAMeXchange expects NAND Flash spot price to sharply increase due to the uncertainty in supply, right after the earthquake but should the infrastructure issues be solved in 2Q11, the affected NAND Flash supply will also be improved.

With the traditional slow sales season in mid-2Q11, overall prices are expected fall.

Related articles

DRAMeXchange expects 81% NAND flash bit growth in 2009 - 02 January 2009

NAND flash capex to fall nearly 60%, says DRAMeXchange - 17 February 2009

NAND flash ASP declined 30% in 3Q08, says DRAMeXchange - 05 November 2008

NAND flash market share shuffles in 1Q08 - 06 May 2008

Losses at Micron force efficiency drive and workforce reduction - 29 June 2008

Reader comments

No comments yet!

Post your comment

Please enter the word you see in the image below: