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NAND Insights Q2/12: Waiting for a Rebound

Report No. FI-NFL-NQI-Q212, June 2012

The oversupply in the first half of 2012 has resulted in price declines which have exceeded NAND flash manufacturers' cost reductions squeezing profit margins with some suppliers possibly in the red. As a consequence, all NAND flash capacity expansion plans have been put on hold raising prospects for a better 2H/12 and 2013.

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