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Global NAND Flash Industry Analysis and Outlook-4Q11

Last Modified

2011-11-11

Update Frequency

Quarterly

Format

PDF

Overview

Negatively impacted by the uncertainty of global economic recovery, many suppliers are relatively conservative towards the 1H12 market. Thus, 1H12 bit output growth will depend mainly on process technology migration in order to strengthen cost competitiveness. New 300mm wafer capacity will be not added until 2H12, depending on the status of the market at the time, in order to close the gap between NAND flash supply and demand and reduce the impact of price decline on profitability...

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