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Analyst: Flash is hot, supply chain is not

7/27/2010 11:44 PM EDT
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any1
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re: Analyst: Flash is hot, supply chain is not
any1   7/28/2010 12:57:32 PM
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Many of the bigger memory players such as Samsung, Hynix, and Micron can trade off DRAM for flash production since the tool set needed to produce both is nearly identical. Last year DRAM margins were better so these companies switched more manufacturing capacity there. Now it sounds like flash is heating up a bit more, so these same companies could switch capacity over to flash, but of course then DRAM would suffer. All in all it sounds like a very good year for the big memory companies.

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