Flash and DRAM demand has apparently been weak. This is a great opportunity for you to negotiate lower prices with your favorite #semiconductor company. Give your local sales person a call and ask for a revised quote.
From what I can tell, weakness was led by the following players:
- The largest NAND Supplier in June (more in July/August)
- Micron Technology and Toshiba Corporation in July/August
- Intel Corporation in August
Sidney Ho at Deutsche Bank, Blayne Curtis at Barclays, Eric Ross at Cascend talk about this subject on Barron’s:
Read the Barron’s article here discussing weak DRAM and NAND demand
Don’t forget to check out some of my previous posts on SSDs/Flash:
I have been around IT since I was in high school (running a customized BBS, and hacking) and am not the typical person that finds one area of interest at work; I have designed databases, automated IT processes, written code at the driver level and all the way up to the GUI level, ran an international software engineering team, started an e-commerce business that generated over $1M, ran a $5B product marketing team for one of the largest semiconductor players in the world, traveled as a sales engineer for the largest storage OEM in the world, researched and developed strategy for one of the top 5 enterprise storage providers, and traveled around the world helping various companies make investment decisions in startups. I also am extremely passionate about uncovering insights from any data set. I just like to have fun by making a notable difference, influencing others, and to work with smart people.