Tuesday, 10 July 2018

Industry over-spending on NAND capex

Overspending by the major NAND suppliers is expected to further cool NAND flash prices this year, reports IC Insights.   Figure 1 compares the estimated required capex needed to increase NAND flash bit volume shipments 40% per year, sourced from a chart from Micron’s 2018 Analyst and Investor Event in May of this year, versus ...

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from Electronics Weekly https://www.electronicsweekly.com/news/business/industry-spending-nand-capex-2018-07/

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