Advanced Micro Devices Inc (AMD)

[rupert]

Flash Bit Growth Rate to Hit 209%
Online Staff -- Electronic News, 5/26/2004

EDIT: This is from a post on Yahoo by tennbuba. The link does not work. I have Google-searched Web Feet Research and include the url for its home page.

http://www.web-feetresearch.com/


"Additional production capacity, transition to 300mm wafers and the 90nm node as well as an increase of the multi-bit cell components, are driving consecutive yearly demand bit growth rates for flash memory, according to Monterey, Calif.-based Web-Feet Research.

The firm expects the demand bit growth rate for 2004 to increase by 209 percent, 191 percent for 2005 and 150 percent for 2006.
In addition, by 2006, Web-Feet Research predicts that there will be an additional nine capacity points on the flash memory market: three NOR 1bit/cell, two NOR 2bits/cell, two NAND 1bit/cell and two NAND 2bits/cell components. As a result, there will be 31 commercially available flash memory component capacity points, up from 22.

In terms of the flash memory demand/production capacity ratio, there is an ongoing overdemand situation for both NOR and NAND through Q4 of this year, with an imbalance as high as about 16 percent for the NAND 1bit/cell components in Q2. The market will break even in Q4 for NAND low capacity components, the firm said.
The good news is that because of aggressive production capacity ramping by established players along with new players, the imbalance situation should rectify itself for all flash memory components by Q1 of next year, Web-Feet said."


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