Intel Corp (INTC)

[SemiconEng]

Intel continued to be the fourth-largest supplier of flash memory, with a market share of 13.7 percent, compared to 10.3 percent in Q1. The company posted the best performance of all suppliers, with its revenue growing 40.8 percent from Q1 to reach $587 million in Q2, and its market share increasing by 3.4 percentage points."

Looks like intel took some market share from the top 2 nand producers while AMD/spansion grew but at a much slower pace.


I'm more concerned about the growth rates, then who took it from whom. After intel's flash pricing fiasco, I was hoping for some sort of strong turn around, which would show that intel still has the technology the vendors want, just that they were pissid off at intel's pricing. Seems like I got my wish. As flash contracts expire with other vendors, I anticipate the other "little lost lambs", will return to the fold. The infinitesimal Spansion growth rate compared to intel was just gravy