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The magnitude of 9.0 Earthquake at Tohoku Japan on March 11th has brought the new dynamics to NAND Flash market recently. However, since the information about the Earthquake damage evaluation as well as recovery progress of power & transportation infrastructures is still undetermined & unclear, we only have made some comments based on the current information we collected...
Based on the survey conducted by DRAMeXchange, a research division of TrendForce, due to Japan earthquake, Fukushima No. 1 power generator was shut down and caused a radiation leak, which led to an electric power cut in northeast Japan. Since March 14th, Japan started to enforce electrical brownouts among areas with less damage, and made electrical usage concerning transportation and daily life the first priority. There is still no definite time on when electricity will be restored in Miyagi and Fukushima, where the earthquake caused serious damage...
According to DRAMeXchange, the research division of Trendforce, despite of 16% QoQ DRAM output increase in 4Q10, DRAM industry revenue still decreased 20% to US$8.64bn from US$10.78bn with the 40% 4Q10 DRAM contract price decline...
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