NAND Flash Quarterly Insights Q2/09: déjà vu? - Abstract
Report No. FI-NFL-NQI-Q209 July, 2009
The first half of 2009 witnessed strong price increases due to reductions in fab
capacity utilization, however suppliers have started increasing wafer capacities as they
gear up for seasonal demand in the 2nd half of the year and fulfilling Apple’s NAND demand.
The additional output is likely to put pressure on pricing in the latter half of 2009 extending
into 2010. Profitability will remain a challenge for NAND flash suppliers in 2009.