07-01-2019, 10:01 PM
https://www.tomshardware.com/news/nand-f...39776.html
Quote:DRAMeXchange expects the 2D NAND market to feel this decline in wafer availability the most. The popularization of 3D NAND has led many companies to keep less 2D NAND in their inventories, so they don't have large reserves to fall back on in the power outage's wake. The research firm now "expects some impetus for suppliers to raise quotes on 2D NAND products" Q3 2019 as a result.
Things are (kind of) looking better for the 3D NAND market. For Q4, DRAMeXchange expects "contract prices will trend flat or drop slightly according to current assessments." That's largely because low demand from consumers for mainstream 3D NAND products means "the inventory level for these products is high on both the demand and supply ends."
DRAMeXchange also said Toshiba and Western Digital can expect "some loss of confidence from their downstream clients" because "the reliability of their production lines is now under doubt as the base is not resuming normal operation as quickly as can be reasonably expected for a leading-edge semiconductor plant." All because of a 13-minute power outage.