Highlights of the day: Concerns about NAND flash market


Concerns about the NAND flash market outlook in second-half 2020 have been triggered by Samsung's reported move of striving to cut its SSD inventory, with the Korean vendor even mulling sending them in the spot market. Meanwhile, Nintendo's Switch game consoles are selling like hot cakes, thanks to increasing stay-at-home activities in the wake of the coronavirus pandemic. The Japanese vendors have increased orders with the manufacturers of the Switch consoles. Stay-at-home economy is also fueling demand for passive components used in servers and business-use notebooks. MLCC and resistor makers are seeing rush orders from such vendors.

Samsung cutting SSD inventory: Samsung Electronics is striving to lower its SSD inventory levels, a move which has raised concerns about the NAND flash market outlook for the second half of 2020, according to industry sources.

Nintendo ramping up orders for Switch: Nintendo is ramping up orders for its Switch devices as demand for the gaming consoles have been rising amid increasing stay-at-home activities in the wake of coronavirus pandemic, according to industry sources.

Taiwan MLCC, resistor makers see mostly orders with short lead time: Taiwan-based passive component makers have landed mostly short lead time orders recently from clients seeking to replenish their inventory, with order visibility clear just one month ahead, according to industry sources.