An equilibrium guarantees stable NAND Flash pricing in Q4
After experiencing a mild shortage for two consecutive quarters in Q2 and Q3, global NAND Flash sufficiency is expected to stay in a notionally equilibrium in Q4. Supply bit growth is expected to be 14% at 1,800 mn units of 8Gb-equiv units and demand bit growth is expected to be 13% at 1,810 mn units of 8Gb-equiv units in Q4. 10/28

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Price of low-density NAND Flash loses strength
Spot price trend of the mainstream NAND Flash chips has maintained stable this week. Despite more industry players project a positive price trend in late Q3, most have been conservative still. 07/23

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DRAM monthly update, May 2010
We revise up 2010 bit growth by 5ppts from ~47% to 52% YoY amid SEC’s aggressive bit growth guidance. Despite SEC rivals being caught in respective issues that may point to a slower-than-expected capacity expansion, we think SEC’s bit growth is going to compensate this gap and trigger a sharp ASP erosion, especially in late Q3. 06/04

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Potential inventory clearance to take place
Spot price for both DDR2 and DDR3 has maintained notionally stable this week. But some traders have started clearing their inventory, prompting us to project that more similar kinds of inventory clearance may emerge next week. 07/23

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