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SanDisk pauses fab expansion

1/26/2012 03:20 AM EST
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daleste
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re: SanDisk pauses fab expansion
daleste   1/26/2012 4:04:35 AM
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Is SanDisk only in the memory card and SSD business? Seems like selling flash chips to tablet OEMs would be in a good growth engine right now.

SylvieBarak
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re: SanDisk pauses fab expansion
SylvieBarak   1/26/2012 4:07:41 AM
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You'd think so, right? But apparently consumer demand is fickle. And Apple bought Anobit in order to keep its Flash in-house. So Sandisk has to compete with everyone else to get "the best of the rest..."

resistion
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re: SanDisk pauses fab expansion
resistion   1/26/2012 4:17:07 AM
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Apple gets its flash from Samsung and Toshiba. Sandisk not doing business directly with Apple.

SylvieBarak
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re: SanDisk pauses fab expansion
SylvieBarak   1/26/2012 4:27:09 AM
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Apple has until now been buying from Samsung, yes. But with the lawsuits, most analysts say Apple's looking to wean itself off Samsung...

resistion
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re: SanDisk pauses fab expansion
resistion   1/26/2012 5:13:08 AM
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Apparently Sandisk did supply for Ipod Nano, but possibly not a big enough supplier for Apple tablets or phones. With Anobit controllers, Apple does not need to depend on Samsung or Sandisk or Toshiba only for flash supply.

t.alex
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re: SanDisk pauses fab expansion
t.alex   1/26/2012 3:30:18 PM
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You mean Anobit chips cam help break the dependency on flash suppliers?

resistion
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CEO
re: SanDisk pauses fab expansion
resistion   1/26/2012 5:51:03 PM
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Now all the flash suppliers need to update their anobit technology by going to Apple. Apple has great leverage against competitors ( any product with SSDs) now.

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