NAND flash up four per cent
 

Third quarter Flash figures weakened by oversupply

Revenues of the global NAND flash industry increased 4.4 percent sequentially to US$17 billion in the third quarter of 2018, when the memory prices fell 10-15 percent on average.

Beancounters at DRAMeXchange have added up some numbers and divided them by their collective shoe-size and worked out that with suppliers raising their 64/72-layer 3D NAND production yields, the industry bit output grew steadily in the third quarter.

Demand still failed to catch up with supply despite the quarter being the traditional peak season for smartphones and other electronics products.

DRAMeXchange said that the tight supply of Intel's notebook processors and disappointing sales of new iPhones led to the lower than expected demand.

The ongoing US-China trade disputes have also had a negative impact on the overall market demand, DRAMeXchange continued.

As a result, the NAND flash remained oversupplied in the third quarter with the memory contract prices falling 10-15 per cent averagely.

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