DRAMeXchange indicates that demand for NAND flash in China to continue increase through Chinese New Year in mid-February. The research firm, however, noted that some players will minimize their inventory to improve their financial statement.

Leading memory controller IC design house Phison Electronics was cited by a Chinese-language Economic Daily News (EDN) report as saying that it has observed suppliers pressuring downstream players to source more stock. The company also believes pressure to drop the price of NAND flash will persist and its own financial performance may be affected by customers recently clearing inventory.

In a memory outlook report released earlier by JPMorgan, the investment firm noted that except for handsets and hybrid hard-disk drives (HDDs), other applications such as digital cameras, MP3 players and USB drives are all likely to show a significant NAND flash demand slowdown in 2007. It also noted that NAND flash growth should be slower than in years past.

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