Seeking Alpha

NAND flash prices fell nearly 15% in early May and another 5%-10% at month's end, Digitimes...

NAND flash prices fell nearly 15% in early May and another 5%-10% at month's end, Digitimes reports, as mobile device and solid-state drive demand fail to offset a surge in supply and a tough pricing environment for memory cards. NAND makers such as SanDisk (SNDK) and Micron (MU) continue to hope 2H product launches will boost demand. The declines could provide a margin boost to Apple (AAPL), and to enterprise flash vendors such as FIO, OCZ, and STEC. (previous)
Comments (1)
  • This is good news for (OCZ). the majority of the costs are from NAND and OCZ buys no more than 30 days of supply.
    5 Jun 2012, 12:45 PM Reply Like
DJIA (DIA) S&P 500 (SPY)