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NAND Shortage Drives Price Surge

6/2/2017 01:11 AM EDT
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fragro
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Re: Premature 2D NAND reduction
fragro   6/7/2017 4:53:38 AM
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Yes, and the other question is, what is the medium term outlook, is there going to be a change in production focus, away from 2D to 3D? Seems that there has been a lack of synchronization between production and consumption at the OEM level, or is, in the end, the consumer simply happy with 2D, and (presumably) lower priced end-products with "2D inside"?

resistion
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Premature 2D NAND reduction
resistion   6/4/2017 10:13:54 PM
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The shortage begs the question of whether it is too soon to stop the production of 2D NAND, especially when 2D and 3D NAND don't use the same fabs.

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