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Robotics Developer
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Rookie
re: Korea tensions boost NAND prices
Robotics Developer   12/8/2010 2:36:14 AM
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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
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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
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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
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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
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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
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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
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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?



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