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Disruption in Korean Production Could Have Catastrophic Impact on Global Electronics BusinessApril 30, 2013What would happen if half of all global production for dynamic random access memory (DRAM), two-thirds of NAND flash manufacturing and 70 percent of the world’s tablet display supply...
Global Memory Market to Suffer if North Korea Attacked the SouthSmartphones and PCs would be severely impacted; entire electronics chain would convulseApril 30, 2013
A worst-case scenario in which North Korea attacks its neighbor to the south and engulfs the region in war would inflict devastating damage to the global electronics supply chain, ravaging top memory producers Samsung Electronics and SK Hynix while crippling devices like smartphones and PCs. Fully 66 percent of industry revenue for the dynamic random access memory (DRAM) market, as well as 48 percent of total NAND flash revenue, belonged in 2012 to just the two South Korean memory titans.
NAND Flash Market Posts Glowing Q3 ResultsOperating profits for all players move into positive groundDecember 10, 2012
The NAND flash market staged a successful turnaround in the third quarter, as improved demand and significant production cuts brought the industry’s supply and demand balance into better alignment, according to an IHS Flash Memory market brief from information and analytics provider IHS.
NAND revenue rose to $4.5 billion, up 5 percent from $4.3 billion in the second quarter, with industrywide operating profits nearly doubling from $159.2 million to $350.9 million. The strong results marked a satisfying reversal of the sharp downturn suffered in the earlier quarter, when revenue had tumbled from $5.0 billion at the beginning of the year in the January to March period. Results from the most recent quarter also showed industry operating profit margin rising to 7.6 percent, up from 3.6 percent.
Spansion Overtakes Micron in NOR Revenue for First Time Since 2009Overall NOR revenue to $837 million in Q2September 04, 2012Spansion Inc. during the second quarter surpassed NOR flash revenue leader Micron Technology Inc. for the first time in three years, as the once-bankrupt company demonstrated strength in several memory-related efforts during the period, according to an IHS iSuppli Mobile & Embedded Memory market brief from information and analytics provider IHS.
California-based Spansion for the second quarter came in ahead of guidance with $233 million in revenue, up from $219 million in the earlier quarter. It was the first time that Spansion headed industry revenue since the first quarter of 2009, and its return to the top sent former leader Micron, of Idaho, tumbling to the runner-up spot. Micron, in tandem with the operations of Numonyx—its 2010 acquisition—counted revenue estimated at $217 million, down from $221 million.
The other major players of the NOR flash market included Macronix International with $120 million, up from $105 million; Winbond Electronics Corp. with $95 million, up from $76 million; and Eon Silicon Solution with $24 million, down from $25 million. The three are headquartered in Taiwan.