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NAND Flash Quarterly Insights Q3/09: Strong Demand Drives Market Sentiment

Report No. FI-NFL-NQI-Q309, September 2009


Flash card manufacturers securing NAND flash in anticipation of the Chinese National holidays on October 1 coupled with strong OEM demand has created a constrained supply situation despite all NAND flash suppliers having transitioned to full utilization of fab capacity. How sustainable is the current favorable demand and pricing environment as we enter the Christmas season? What factors will affect the outlook for 2010?

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