Wednesday, September 26, 2007
Toshiba is unable to meet demand for its NAND flash memory devices and is sold out until December, according to Shozo Saito, president and CEO of the company's semiconductor unit.
Saito confirmed reports that Toshiba can only meet 70 percent of its order demand from customers. The company, which is turning the remaining business away, also sees a disappointing flat-to-down scenario in terms of average selling prices (ASPs) for NAND.
Much of the NAND demand is coming from the embedded market, which includes MP3 players, USB drives and other products, he said. The flash card represents a smaller portion of the demand. ''Toshiba is focusing on the embedded market," he said.
Overall, NAND is booming again after a downturn. From late last year until earlier this year, NAND prices fell like a rock and demand was poor.
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