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NAND Flash Industry Analysis Report-1Q14

2014/03/06

NAND Flash , Notebook Computers , Smartphones , Tablets

PDF

Although the SK Hynix fire affected NAND flash capacity, as memory makers were overly optimistic towards demand in the fourth quarter, supply exceeded demand and average NAND flash contract price fell by 13-14% QoQ. NAND flash suppliers’ revenue and operating margins fell in the fourth quarter...

DRAM Industry Analysis Report-1Q14

2014/03/06

DRAM , Notebook Computers , Tablets

PDF

As SK Hynix recovers from the fire at its Wuxi fab, the fourth quarter supply shortage has eased, and contract price has begun to fall – the 4GB contract price high dropped from US$35 to US$34 in January...