A Retrospect of Toshiba’s NAND Production Cut

Did Toshiba's 3Q12 Capacity Reduction Really Happen?There are some who still believe that Toshiba made good on its announcement to cut NAND flash production by 30%.  Let’s take a close look to see if that really happened.

Readers may recall that Toshiba stated last July that it would immediately cut NAND flash production by 30%.  At the time NAND was selling below cost for spot prices as low as 31 cents/GB.

The Memory Guy questioned both the wisdom of the move and its authenticity in a blog post at that time, since this level of cut would reduce Toshiba’s market share while increasing its Continue reading “A Retrospect of Toshiba’s NAND Production Cut”