GLG News by NAND Flash Memory Experts

NAND SSD's will replace traditional rotating HDD's in various environments due to several performance factors. Hard drive manufacturers such as Seagate are recognizing this and reacting accordingly.

1. MRAM Technology has been worked on for years.  Motorola (today Freescale) made a major splash  with their MRAM announcement over a year ago.  Until a break through in costs is developed, it will not replace DRAM, or Flash memory in high volume applications. 2. Despite lab break throughs...

1. Agilent earning came out last week and did not meet Wall Street expectations.  Despite Sullivan saying that Agilent is not exposed to more volatile segments such as semiconductor and consumer, the 24% drop in Japan is being blamed on these 2 segments. 2. Non health science T&M is growing...

Notebook computers will not be the only systems utilizing Solid State Drives. SSD's have inherent advantages over traditional rotating HDD, well suited to the server/data center environment (e.g. lower power consumption, less heat production, no moving parts) Expect SSD's to play a prominent role in...

1. Currently, NAND pricing is too high for the widespread adoption of SSD's in consumer notebooks. 2. NAND pricing must further drop for SSD's to become more attractive of an option for the PC OEM's. 3. Of course, some people will spend the money, but cost is a huge barrier as evidenced by Sony Vaio...

1. 16GB of NAND in an iPod video will be very costly at this time. September will not be extremely different. 2. What effect on WW supply will this have? 3. Will this cannibalize iPhone sales amongst certain users, thus leaving more flash on the market? 4. Is this article simply another overreaction...

Semi sales are trending up significantly. This year will see significant growth over 2006. Current statistics dwell on difficulties at start of 2007 Bodes well for semi makers.  Less well for users.

Any disruption to the supply of a device can impact prices and availability.  This will have a short-term negative impact on DRAM and NAND purchasers who are the major PC, MP3, and module makers, and a positive pricing impact on other memory chip makers.

1. After problem was announced last week there was a rush to judgement that this problem in the Samsung fabs would have a major impact on the NAND flash market.  Although Samsung will have to write off some inventory, this problem now corrected will only have a minor impact on the market. 2. Although...

1. HDD manufacturers are finally concerned about losing marketshare to SSD vendors, specifically in mobile markets. 2. More and more 3rd party flash manufacturers are developing SSD's that were not in this market a few years ago. 3. Prices still need to drop before widespread SSD adoption occurs.