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Post# of 704049
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sylvester80

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sylvester80

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Re: Bruce A Thompson post# 579545

Friday, 01/25/2008 10:47:13 AM

Friday, January 25, 2008 10:47:13 AM

Post# of 704049
From SNDK Yahoo: Hynix to shut down NAND plant M9!!! That's 37% of their NAND capacity!!!

Credit Swiss today's news on Hynix
"Hynix plans to entirely retire the M9 (which is 37% of company's NAND capacity), largely within 1Q08, according to the company. Although some of the capacity would move to M8 (another NAND fab), oversupply can easily disappear as half of M9 would also account for 3-4% of global supply."
(Thanks to Shlomi Cohen)

M9 is their 200mm production facility. So SNDK's CEO who said that 200mmm plants can not compete and would have to be closed is being proven right. Just like that, NAND oversupply can disappear.



"When fascism comes to America, it will be wrapped in the flag and carrying a cross." - Sinclair Lewis

"Those Who Would Sacrifice Liberty for Security Deserve Neither." -Benjamin Franklin

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