Breaking News
Comments
Oldest First | Newest First | Threaded View
Robotics Developer
User Rank
Rookie
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.

KB3001
User Rank
CEO
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.

Sheetal.Pandey
User Rank
Manager
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
CEO
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.

mcgrathdylan
User Rank
Blogger
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.

rwitkow
User Rank
Rookie
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

Luis Sanchez
User Rank
Rookie
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?



Flash Poll
EE Life
Frankenstein's Fix, Teardowns, Sideshows, Design Contests, Reader Content & More
Engineer's Bookshelf
Caleb Kraft

The Martian: A Delightful Exploration of Math, Mars & Feces
Caleb Kraft
3 comments
To say that Andy Weir's The Martian is an exploration of math, Mars, and feces is a slight simplification. I doubt that the author would have any complaints, though.

The Engineering Life - Around the Web
Caleb Kraft

Surprise TOQ Teardown at EELive!
Caleb Kraft
Post a comment
This year, for EELive! I had a little surprise that I was quite eager to share. Qualcomm had given us a TOQ smart watch in order to award someone a prize. We were given complete freedom to ...

Design Contests & Competitions
Caleb Kraft

Join The Balancing Act With April's Caption Contest
Caleb Kraft
54 comments
Sometimes it can feel like you're really performing in the big tent when presenting your hardware. This month's caption contest exemplifies this wonderfully.

Engineering Investigations
Caleb Kraft

Frankenstein's Fix: The Winners Announced!
Caleb Kraft
8 comments
The Frankenstein's Fix contest for the Tektronix Scope has finally officially come to an end. We had an incredibly amusing live chat earlier today to announce the winners. However, we ...

Top Comments of the Week
Like Us on Facebook
EE Times on Twitter
EE Times Twitter Feed

Datasheets.com Parts Search

185 million searchable parts
(please enter a part number or hit search to begin)