LONDON The NOR flash memory market, which had been a profitless market for several quarters, has begun its recovery with prices moving steadily upward in 2010, according to Brady Wang, an analyst at market research firm Gartner Inc. (Stamford, Connecticut).
Perhaps because of that history major suppliers have not been installing capacity, which indicates that prices will continue to increase until at least the last quarter of 2010, when capacity may again be able to meet demand, Wang said.
These price increases are set to favor such companies as Macronix, which recently bought a 300-mm wafer DRAM fab from ProMOS, and Winbond.
That fab will enable Macronix to increase its production by 20,000 wafers per month over the next 12 months, Wang said. Winbond has already started to ramp up its NOR flash production. Wang said that the price of NOR flash will start to come under pressure in the last quarter of 2010.
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