What is going on, and how is it likely to play out? The prices in the chart represent the lowest spot market prices reported by market tracker InSpectrum for the past year. These prices typically remain below contract prices as long as there is an oversupply, and stay above contract prices during a shortage.
According to InSpectrum’s figures, today’s lowest spot market DRAM prices are about double Continue reading
Macronix, a company known for its leadership in mask ROMs and low-density NOR flash has just entered the NAND flash market. This adds a new player to a very small pool of competitors: Samsung, Toshiba, SanDisk, Hynix, Intel, and Micron.
The company’s first NAND products are SLC chips of two densities: 512Mb and 1Gb. Compare this to the offerings of the market’s other participants which range up to 256Gb. Spot price tracker InSpectrum doesn’t even track pricing of densities below 4Gb!
There still seems to be a good market for these low-density parts: According to WSTS Continue reading