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NEWS & VIEWS |
Taipei,
Sunday, November 22, 2009
12:38 (GMT+8)
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Prices for microSD cards down as demand falls Nov 12, 11:00 Weakening demand has sent selling prices of microSD cards decreasing to levels 15-20% lower than chip vendors' quotations, with downstream device makers showing reluctance to source directly from NAND flash chipmakers, according to industry sources. Read more |
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IC distributor Zenitron expects memory cards to sustain growth for 4Q09 Oct 21, 14:58 Taiwan-based Zenitron, a major distributor for SanDisk NAND flash products, expects revenues from memory cards used in handsets and digital still cameras (DSCs) to drive growth for the fourth quarter of 2009, according to company CEO Jason Chen. Read more |
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SanDisk shipping memory cards with 64Gb X4 flash chips Oct 14, 10:37 SanDisk has announced it is shipping flash memory cards based on the company's dubbed X4 flash memory technology, which holds four bits of data in each memory cell. The technology is currently being used in SDHC cards and Memory Stick PRO Duo cards starting with 8GB and 16GB capacities. Read more |
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SanDisk reportedly seeking extra NAND flash controllers and packaging support from Taiwan makers Oct 1, 12:20 SanDisk is reportedly seeking additional supplies of NAND flash controller chips and support for backend packaging capacity from Taiwan makers for the production of microSD cards, according to industry sources. Read more |
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Toshiba and SanDisk reportedly to begin sub-30nm NAND flash production in 2H10 Sep 21, 11:28 Toshiba and its NAND flash partner SanDisk reportedly plan to begin mass producing NAND flash chips fabricated on 20nm-class process technology in the second half of 2010, according to industry sources. In line with the technology migration, SanDisk and Toshiba's joint-venture manufacturing facilities in Yokkaichi (Mie prefecture, Japan) is expected to ramp up its monthly capacity to around 200,000 wafers. Read more |
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Crackdown on unlicensed flash cards not impacting NAND flash prices, say module makers Aug 20, 15:19 Although SanDisk has stepped up its efforts trying to block shipments of unlicensed NAND flash cards, spot prices for NAND flash have remained stable and seen little impact from the US vendor's moves, according to sources at memory module houses. Read more |
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SanDisk distributor Zenitron to have strong growth momentum in 2H09 Newswatch - Jul 20, 14:02 Taiwan IC distributor Zenitron will have a strong shipment growth in second-half 2009 as its major customer SanDisk is expected to benefit from increasing demand in the smartphone market, market watchers have said. Read more |
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SanDisk looks to Taiwan government for help in cracking down on illegal SD card exports Jul 10, 17:16 SanDisk, via its licensing arm SD-3C LLC, is calling on Taiwan's government to help crackdown on the illegal export of non-certified SecureDigital (SD) memory cards from Taiwan, according to industry sources Read more |
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Global flash card revenues sink 15% in 2008, says iSuppli Jun 15, 14:57 The flash memory card market worldwide slid 15% to US$7.8 billion in 2008, with SanDisk continuing to lead its peers, according to a recent survey by iSuppli. Read more |
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Samsung leads in 2008 SSD market with over 30% share, says Gartner Jun 10, 12:14 Revenues for the SSD market (including low-cost PC solutions) worldwide totaled US$585 million in 2008, rising over 100% from US$259 million in 2007, according to a recent report released by Gartner. PC applications contributed around 58% to the total market for SSDs last year. Read more |
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Computex 2009: SanDisk introducing pSSD for netbooks Jun 3, 16:24 SanDisk is showcasing its next-generation flash memory-based SSD for netbooks, the pSSD P2 and S2 that employ a new technology dubbed nCache for faster performance, at the ongoing Computex 2009 trade show. Read more |
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NAND flash prices drifting lower in May-June, say Taiwan makers May 21, 13:58 NAND flash chip prices, which should have peaked due to huge supply cuts earlier in the second quarter, will likely begin drifting lower in May-June as current demand growth is too limited to continue the price rally, according to Taiwan's memory card makers. However, the prices are expected to stage an upturn in the second half of 2009, when the seasonal pickup in demand takes place, said the makers. Read more |
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IC distributor Zenitron to report outstanding performance in 2Q09 Newswatch - Apr 28, 15:12 Taiwan-based IC distributor Zenitron is expected to maintain growth momentum in the second quarter because the company's major customer SanDisk has reported better-than-expected first-quarter revenues of US$659 million, according to market sources. Zenitron has seen demand for panel-, handset- and NAND flash-related products increase, the sources said. Read more |
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IC packaging firms ASE and SPIL gain shifted orders Newswatch - Apr 23, 16:58 Advanced Semiconductor Engineering (ASE) and Siliconware Precision Industries (SPIL) have recently seen more orders shifted from Amkor Technology, STATS ChipPAC Taiwan Semiconductor and other second-tier packaging firms, as the two Taiwan-based players manage to offer lower prices that have been bargained by their peers' customers including SanDisk, Marvell and digital TV chipmaker Zoran, according to industry sources. Read more |
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US market: SanDisk may lose ground to Taiwan competitors Apr 16, 15:10 Taiwan's flash memory device manufacturers as well as US-based Kingston Technology are expected to grab a slice of the US NAND flash market now that the US International Trade Commission (ITC) has ruled that certain flash memory products do not infringe SanDisk's US patents, according to industry sources. Read more |
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Taiwan flash controller IC players benefit from SanDisk ruling Apr 14, 09:41 SanDisk has announced that the United States International Trade Commission (ITC) issued an Initial Determination which found that certain accused flash memory products did not infringe two SanDisk US Patents. Read more |
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SanDisk and Toshiba to halt production Dec 16, 15:31 SanDisk has announced flash-wafer production cuts at its joint venture manufacturing facilities in Yokkaichi, Japan. In the mean time, Toshiba also announced an adjustment to production of NAND flash memory at its Yokkaichi operations plant in Mie Prefecture, Japan. The adjustment will cut production by approximately 30%, effective from January 2009. Read more |
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NAND flash output to shrink in 2009 on weakening demand Dec 8, 12:29 NAND flash output is likely to shrink in 2009, as more orders for high-end consumer electronics devices have been withhed or cancelled indefinitely, according to sources at Taiwan's memory module makers. In addition to weakening demand for NAND chips, a heavy slump in prices has prompted NAND chip vendors to cut back production, indicated the sources. Read more |
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ITC ends probe into A-Data's alleged infringement on SanDisk patents Nov 17, 17:17 The US International Trade Commission (ITC) has issued a consent order ending an investigation into Taiwan-based memory module maker A-Data Technology's alleged infringement of SanDisk's patents, according to A-Data. Read more |
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A-Data said to have settled with SanDisk over NAND flash patents Nov 3, 15:37 Following Afa Technologies' (Afatech's) settlement with SanDisk over its NAND flash-related patent infringement lawsuit, another Taiwan-based flash memory product maker, A-Data Technology, has reportedly also reached an agreement, according to market sources. Read more |
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SanDisk to sell NAND flash capacity to Toshiba Oct 21, 01:20 Toshiba and SanDisk have signed a non-binding memorandum of understanding (MOU) on the reallocation of wafer output and equipment ownership and funding at their two joint ventures producing NAND flash memory on 300 millimeter wafers at Toshiba's Yokkaichi Operations in Japan, in response to a proposal from SanDisk. SanDisk expects to receive cash and reduce equipment lease obligations by approximately US$1 billion through this transaction. Read more |
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Taiwan NAND flash makers turn soft over SanDisk lawsuit Oct 16, 01:20 Of the 25 companies sued by SanDisk over NAND flash-related patent infringement, one first-tier NAND flash controller chip maker Afa Technologies (Afatech) recently announced it has settled with SanDisk, while many other memory module and controller chip makers have also expressed willingness to reach a settlement if SanDisk offers favorable conditions, according to industry sources. Read more |
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SanDisk rejects Samsung buyout bid, Samsung reiterates offer Sep 17, 11:59 After SanDisk announced that its board of directors rejected an unsolicited proposal from Samsung Electronics to acquire SanDisk for US$26 per share in cash, or about US$5.85 billion in total, Samsung responded by reiterating its offer to SanDisk, indicating that it believes SanDisk is clinging to unrealistic expectations on both its standalone market value and an appropriate merger price. Read more |
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SanDisk evaluating selling NAND flash wafers instead of finished goods Sep 8, 15:31 Sources from the memory industry in Taiwan have indicated that SanDisk is approaching customers for possible sales of NAND flash in wafer or die form. The strategy is said to be driven by sluggish demand that has aggravated inventory pressure at SanDisk, the sources explained. Read more |
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SanDisk boosts SD card speed by 50% Aug 28, 10:49 SanDisk set a new speed record of 30MB per second for SecureDigital (SD) flash memory cards with the introduction of the SanDisk Extreme III 30MB/s Edition line of SD high capacity (SDHC) cards. The new cards, expected to be available worldwide in September in 4GB, 8GB and 16GB capacities, are designed to deliver peak performance when used with the new digital single-lens reflex (DSLR) camera, Nikon D90. Read more |
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Taiwan makers mixed about SanDisk's 2Q losses Jul 23, 01:10 In the wake of SanDisk's poor results for the second quarter, Taiwan-based memory module makers worry that the US company will resort to aggressive pricing to clear its inventory, but controller designers see outsourcing opportunities, according to industry sources. Read more |
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Head of SanDisk Taiwan announces unexpected resignation Jul 1, 11:30 The ex-MSystems Asia president and head of SanDisk Taiwan following the merger of the companies, recently announced his unexpected resignation. According to industry speculation, the step down was called for after the regional division incurred heavy losses from TwinMOS Technologies' account with the company. Read more |
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SanDisk adds distributors in Taiwan Newswatch - Jun 27, 14:59 SanDisk has expanded its distributor network in Taiwan from two to four from June, with the new distributors each specializing in specific market segments, according to industry players. Read more |
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Memory market shows signs of a rebound Jun 6, 01:10 Demand in the memory market is showing signs of a rebound, with IC substrate supplier Kinsus Interconnect Technology and PCB maker Tripod Technology saying June-orders from the flash and DRAM segments, respectively, are increasing. Read more |
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Computex 2008: SanDisk launches new SSDs for low-cost PCs Jun 4, 11:02 SanDisk has introduced a line of flash memory-based solid-state drives (SSDs) that are designed for ultra low-cost PCs. The SSD is expected to be available in August. Read more |
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SanDisk-Qimonda joint venture moves handset MCP memory to volume production May 29, 01:05 SanQi, the joint venture between SanDisk and Qimonda, has moved to volume production of its multi-chip package (MCP) memory solutions for handsets in May with design-ins already underway. The company said it is currently holding intensive discussions with Taiwan and US branded handset makers for potential orders. Read more |
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NAND flash makers progressing on advanced node May 27, 14:43 The stabilizing NAND flash price trend seen recently is clouding with uncertainties, as leading NAND flash players are progressing to next-generation production process. Read more |
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