NAND Market - Rational Exuberance?
Report No. FI-NFL-NQI-Q410, December 2010
With a promising outlook for tablets and smartphones next year, NAND flash manufacturers plan to start ramping new megafabs to satisfy this demand.
However, the increased wafer capacity as well as 2xnm transition and 3-bits per cell technology will create pricing pressure at the beginning and end of 2011.