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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