Wayne Chen, Sean Yang, Alan Chen, Esther Lo / QF051812P / 2012/5/18 下午 05:51:00 (GMT+8) / NAND FLASH [ 475 , pdf ] BUY NOW

Affected by the uncertainty of global economic recovery, NAND flash suppliers are conservative towards the 1H12 market. Therefore, suppliers’ bit growth comes mainly from process technology migration in 2012. Reducing the supply and demand gap and strengthening cost competitiveness will lower the impact of price decline to profitability, and makers will continue phasing out 200mm wafer equipment in 2012...