Tuesday, November 24, 2009
Hynix has smoothly produced NAND flash based on 41nm and 48nm processes with supply volumes in the second half of 2009 to double those in the first half, according to sources at Taiwan-based NAND flash device makers, which were originally concerned a chip shortage may surface in 2010.
Hynix had earlier faced challenges migrating to 40-class process technology for NAND flash, prompting its Taiwan-based downstream customers to source from other chip suppliers, indicated the sources. However, since Samsung Electronics has been speculated to allocate more supply of NAND flash to its recently-launched brand business, the makers actually have limited options to diversify their upstream suppliers to lower procurement risk, the sources said.
Hynix' increasing supply is significantly favorable for Taiwan-based NAND flash device makers, the sources noted. The downstream suppliers have moved to prepare sufficient NAND flash supply for 2010, when applications such as solid state drives (SSD) and smartphones integrating higher NAND densities will drive market growth.
In other news, Hynix fell out of the global top-three NAND flash vendors in the third quarter of 2009, according to a recent DRAMeXchange report. Its share slid to 8.7% from 9.4% in the second quarter
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