NAND flash memory contract prices fell 1%-5% in 1H November, according to DRAMeXchange, as soft USB flash drive and memory card demand offset healthier orders from the mobile device and solid-state drive markets. Goldman and others have argued the supply/demand balance should remain favorable until mid-2013 for the likes of SanDisk (SNDK), Micron (MU), and Samsung (SSNLF.PK), but the industry has a history of surprising observers, and a poor DRAM market could lead to extra capacity being shifted to NAND.
NAND flash memory contract prices fell 1%-5% in 1H November, according to DRAMeXchange, as soft...
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