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morrowinder

08/28/04 11:04 AM

#12896 RE: SemiconEng #12895

Flash Race Tightens


"The race for leadership in the flash memory market became tighter in Q2, as the market share difference between the number-one and number-four flash-memory suppliers amounted to just 7.5 percentage points, compared to 13.3 percentage points in Q1, according to market research firm iSuppli Corp"



"Spansion remained in third place with revenue of $673 million. The company achieved sequential growth of 7.2 percent and a market share of 15.7 percent, compared to 15.6 percent in Q1.

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.


http://www.reed-electronics.com/electronicnews/article/CA448212