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NAND Insights Q3/12: Reduced Speed Ahead

Report No. FI-NFL-NQI-Q312, September 2012


With the launch new tablets, smartphones and ultrabooks in the 2nd half of the year coupled with production cuts delayed capacity expansion by NAND flash manufacturers, there is an expectation of a better supply-demand balance in the fourth quarter. However, market uncertainty and less aggressive technology roadmap next year portends a marked slowdown in bit growth in 2013.

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