Toshiba is rapidly closing the gap with Samsung in the NAND flash market share world rankings.Toshiba reported NAND flash revenues an impressive 47.5%, quarter on quarter, reaching US$1.36 billion in the third quarter, up from US$924 million in the second quarter.

The net result was a market share of 34.6% in the third quarter, up from 29.4 percent in the second quarter.
As 200mm fabs closed and memory manufacturers drastically cut capital spending in an attempt to reverse the sever overcapacity and financial losses, demand started to improve.

Although the fourth quarter is typically seasonally weaker than the third quarter the tight supply environment is expected to generate only a small ASP decline of 2.9%, indicating strong revenue is still expected in the fourth quarter.

By: DocMemory
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