An equilibrium guarantees stable NAND Flash pricing in Q4
After experiencing a mild shortage for two consecutive quarters in Q2 and Q3, global NAND Flash sufficiency is expected to stay in a notionally equilibrium in Q4. Supply bit growth is expected to be 14% at 1,800 mn units of 8Gb-equiv units and demand bit growth is expected to be 13% at 1,810 mn units of 8Gb-equiv units in Q4. 10/28

+more

Bandit iPad spurs low-density NAND Flash price up
Spot price of low-density NAND Flash has gained strong impetus this week, thanks to demand upsurge from bandit iPad makers in China. 07/30

+more

DRAM monthly update, May 2010
We revise up 2010 bit growth by 5ppts from ~47% to 52% YoY amid SEC’s aggressive bit growth guidance. Despite SEC rivals being caught in respective issues that may point to a slower-than-expected capacity expansion, we think SEC’s bit growth is going to compensate this gap and trigger a sharp ASP erosion, especially in late Q3. 06/04

+more

More and more DDR2 at channels
A mild price drop has continued into the DRAM spot market this week. Demand for both DDR2 and DDR3 has maintained slow at channel, with overall sentiment got worse when leading module makers further revised down their quote. 07/30

+more