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resistion
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CEO
re: Toshiba cuts NAND production by 30%
resistion   7/27/2012 7:25:40 AM
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It means they are going to introduce the next node shortly (in the existing fabs). Otherwise the existing 19 nm and 24 nm will be impossible to sell.

geekmaster
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CEO
re: Toshiba cuts NAND production by 30%
geekmaster   7/25/2012 6:27:18 PM
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I understand that begin of this year Sandisk paused Fab 5 capacity expansion until about mid of this year. I wonder if this is still paused. That would mean no new capacity in Fab 5.

mcgrathdylan
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re: Toshiba cuts NAND production by 30%
mcgrathdylan   7/25/2012 4:05:18 PM
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Toshiba says demand is projected to increase and that they will increase production before that happens so they can be ready for it. I think the demand has been strong, but there are just too many parts being produced. It's typical of cyclicality in memory chips--when demand is there they scramble to build more capacity, only to pay the price when supply ends up exceeding demand. Not a business for the weak of heart.

elctrnx_lyf
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Manager
re: Toshiba cuts NAND production by 30%
elctrnx_lyf   7/25/2012 12:20:34 PM
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So does it signify any point regarding the reduction in demand for the NAND memory. I believe with the growing sales of tablets and smart phones there shouldn't be any inventory build at the manufacturers.

eewiz
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CEO
re: Toshiba cuts NAND production by 30%
eewiz   7/25/2012 12:16:13 PM
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I understand the pricing pressure on NAND flash now. But aint making such press statements considered market signaling to the competition to reduce production and charge consumer more OR a price fixing tactic?



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