Embedded Systems Conference
Breaking News
Comments
Newest First | Oldest First | Threaded View
Luis Sanchez
User Rank
Author
re: Korea tensions boost NAND prices
Luis Sanchez   12/10/2010 2:26:28 AM
NO RATINGS
political tensions - price rise. Good investers lesson. explanation, people augment purchase in order to prepare for a possible shortage due to war. can we put this in an equation?

rwitkow
User Rank
Author
re: Korea tensions boost NAND prices
rwitkow   12/9/2010 5:50:35 PM
NO RATINGS
I was referring specifically referring to production operations at Samsung and Hynix in Korea. With the political tension and potential for further conflict, there are several factors to consider involving reduced production (tightening the market and raising prices), the potential for a military reserve call-up, increased employee absenteeism during a crisis, and the desire of management to spin down operations during a conflict in order to protect assets. A few of the comments question why increased political tensions influence pricing. Typically, in the semiconductor space one would consider supply and demand along with Moore's Law in calculating semiconductor pricing trends. We have been surveying the NAND market for going on 8 years, and believe external factors such as this one have an equal role in influencing short-term price moves. Bob Witkow Westwood Marketing

mcgrathdylan
User Rank
Author
re: Korea tensions boost NAND prices
mcgrathdylan   12/9/2010 12:32:49 AM
NO RATINGS
I assume Westwood Marketing was referring to South Korean manufacturers Samsung and Hynix, which together have about 50 percent of the market, give or take. So if you've got half of the world's supply in an area where people are worried that a war could break out, it stands to reason that people are buying more now, driving up the price. Remember also that this survey was done Nov. 26, three days after the shelling. It's quite possible that prices have declined since.

KB3001
User Rank
Author
re: Korea tensions boost NAND prices
KB3001   12/8/2010 11:45:44 PM
NO RATINGS
The article suggests 50 percent of the world's NAND production is in the area. Samsung is the biggest NAND flash producer, followed by Toshiba. Together they control 70% of the market.

Sheetal.Pandey
User Rank
Author
re: Korea tensions boost NAND prices
Sheetal.Pandey   12/8/2010 8:43:40 PM
NO RATINGS
Are these memories majorily produced from these areas or major memory suppliers have headquarters there? Why would tension in those areas increase prices of memories?

KB3001
User Rank
Author
re: Korea tensions boost NAND prices
KB3001   12/8/2010 6:02:09 PM
NO RATINGS
The North Korean regime is going through a period of change with the dear leader's son poised to take over at the helm of the country soon. Anything could happen then, hence the increased aggravtion this time.

Robotics Developer
User Rank
Author
re: Korea tensions boost NAND prices
Robotics Developer   12/8/2010 2:36:14 AM
NO RATINGS
I am still not clear why the shelling caused the price rise. I do understand that half of the NAND production would be at risk but this is not unusual for N Korea to be aggressive and then back off after getting some concessions. If things continue then of course prices would rise but even still I wonder how hostilities would affect the actual production facilities.



Radio
NEXT UPCOMING BROADCAST
In conjunction with unveiling of EE Times’ Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. One of Silicon Valley's great contributions to the world has been the demonstration of how the application of entrepreneurship and venture capital to electronics and semiconductor hardware can create wealth with developments in semiconductors, displays, design automation, MEMS and across the breadth of hardware developments. But in recent years concerns have been raised that traditional venture capital has turned its back on hardware-related startups in favor of software and Internet applications and services. Panelists from incubators join Peter Clarke in debate.
Flash Poll
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)
Special Video Section
The LT®3042 is a high performance low dropout linear ...
Chwan-Jye Foo (C.J Foo), product marketing manager for ...
The LT®3752/LT3752-1 are current mode PWM controllers ...
LED lighting is an important feature in today’s and future ...
Active balancing of series connected battery stacks exists ...
After a four-year absence, Infineon returns to Mobile World ...
A laptop’s 65-watt adapter can be made 6 times smaller and ...
An industry network should have device and data security at ...
The LTC2975 is a four-channel PMBus Power System Manager ...
In this video, a new high speed CMOS output comparator ...
The LT8640 is a 42V, 5A synchronous step-down regulator ...
The LTC2000 high-speed DAC has low noise and excellent ...
How do you protect the load and ensure output continues to ...
General-purpose DACs have applications in instrumentation, ...
Linear Technology demonstrates its latest measurement ...
10:29
Demos from Maxim Integrated at Electronica 2014 show ...
Bosch CEO Stefan Finkbeiner shows off latest combo and ...
STMicroelectronics demoed this simple gesture control ...
Keysight shows you what signals lurk in real-time at 510MHz ...
TE Connectivity's clear-plastic, full-size model car shows ...