Supply/Demand

Is there a NAND Shortage? Not quite.

NAND Weekly Spot Price per GB - Up Slightly SInce JulyThe trade press has recently carried reports of a NAND shortage which The Memory Guy finds to be very premature.  True, NAND prices are not at their lowest point – today NAND can be found for 38 cents per gigabyte, up from a low of 31 cents in July.  But does this constitute a shortage?  No, not really.

One of the key indicators of a shortage is a crossover between spot and contract pricing – during an oversupply spot pricing is lower than contract pricing since OEMs and suppliers both place excess product on the market and compete on price.  During a shortage the opposite is true – suppliers don’t have any Continue reading

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Jim Handy Objective Analysis Memory Market Research +1 (408) 356-2549 Jim.Handy (at) Objective-Analysis.com

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