RBC thinks the ugly 2012 price declines seen for NAND flash memory are ending, after its checks...
Tuesday, May 29, 2012, 4:31 PM ETRBC thinks the ugly 2012 price declines seen for NAND flash memory are ending, after its checks indicate market giant Samsung (SSNLF.PK) is limiting supply. The firm sees NAND spot prices holding steady or rebounding thanks to Samsung's efforts, along with strong demand from the smartphone and solid-state drive markets (ed: the latter could be boosted by ultrabooks and a cheaper MacBook Air). It maintains an Outperform on NAND vendors SanDisk (SNDK) and Micron (MU).
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