7 posts and columns on NAND flash memory

Apple’s iPhone 4S Cracked Open, Money Spills Out

in Mobile on October 19, 2011 at 1:57 pm PT

Research house IHS iSuppli has opened up Apple’s iPhone 4S to see who’s in and out among its suppliers and to estimate how much it cost to make.
iphone_4s_teardown

Japan: Bismaleimide Shortage Lurks, Says FBR

in News on March 15, 2011 at 3:20 pm PT

FBR Capital’s Craig Berger today reiterated his positive view on several semiconductor makers, despite what he sees as a likely hit to the electronics supply chain from the disaster in Japan, including a potential shortage of image sensors, NAND flash memory chips, and touch-screen displays that could be bad enough to slow production of Apple’s iPad 2.

SanDisk: Stifel Sees Upside, Auriga Reiterates "Sell"

in News on July 21, 2009 at 5:03 pm PT

Strength in the NAND flash memory chip market, and from Apple’s iPhone in particular, should help SanDisk beat expectations when it reports Q2 earnings when it reports tomorrow, according to a note today from Stifel Nicolaus analyst Patrick Ho.

SanDisk: Needham Turns Bearish; NAND Glut Looming?

in News on June 18, 2009 at 6:37 am PT

SanDisk shares are coming under pressure this morning after Needham analyst Y. Edwin Mok cut his rating on the stock to Under Perform from Hold. Mok writes in a research note that the downgrade reflects “early signs of weakness in the NAND flash memory sector that we believe will lead to lower prices.”

Toshiba Suspends NAND Production at Two Plants

in News on December 5, 2008 at 9:17 am PT

Toshiba is suspending flash memory production at two of its plants, but only for nine days. The company denies plans to shut down the plants completely, though it plans to speed up restructuring at its money-losing chip operations.

SanDisk Rallies as Takeover Rumors Resurface

in News on December 3, 2008 at 4:51 pm PT

In October, Samsung withdrew a bid to acquire SanDisk. Some speculated that Toshiba would swoop in and rescue the company, but it didn’t happen. Today, SanDisk shares rallied due to the same rumors about Toshiba–analysts noted that Toshiba could no more afford the acquisition now than it could in in the fall.

Toshiba Chops Outlook; Would It Really Bid for SanDisk?

in News on September 19, 2008 at 11:16 am PT

In case you happen to think that Toshiba is going to outbid Samsung for SanDisk (SNDK), you ought to take note of the company’s currently grim view of the NAND flash memory market. In fact, as Bloomberg reports, Toshiba today cut its full-year net income forecast for the March 31, 2009, fiscal year by 46 percent to 70 billion yen, which would be a four-year low.