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resistion
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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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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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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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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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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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