Design Con 2015
Breaking News
News & Analysis

Updated: NAND capex seen dropping 59% in 2009

2/19/2009 07:00 PM EST
2 comments
NO RATINGS
More Related Links
View Comments: Newest First | Oldest First | Threaded View
R Beal
User Rank
Rookie
re: Updated: NAND capex seen dropping 59% in 2009
R Beal   2/19/2009 8:29:39 PM
NO RATINGS
Here is something that makes more sense, 59% reduction in CAPEX, not capacity. I guess they both start with "cap"...however, that is a huge error in the article, completely different message! ----- DRAMeXchange has recently adjusted its forecast for NAND flash bit growth in 2009. Bit growth will decrease from 132.8% in 2008 to 63.5% in 2009, compared to 81% that was previously estimated. In addition, the research firm has estimated that combined capex at NAND flash chipmakers will decline 58.9% in 2009, compared to a 27.7% cut in the previous year. -----

R Beal
User Rank
Rookie
re: Updated: NAND capex seen dropping 59% in 2009
R Beal   2/19/2009 8:19:27 PM
NO RATINGS
I've got a hard time believing the 59% statistic. What is it based on...300mm equivalent wafer starts? Some kind of dollar-based capacity? Could be wrong, but I don't think there are any 300mm NAND fabs that have gone offline, and 300mm drives the vast majority of the capacity. Is DRAMexchange making some critical assumptions about some 300mm fabs closing their doors?

Radio
NEXT UPCOMING BROADCAST
EE Times Senior Technical Editor Martin Rowe will interview EMC engineer Kenneth Wyatt.
Top Comments of the Week
Like Us on Facebook

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)
EE Times on Twitter
EE Times Twitter Feed
Flash Poll