Contract prices have dropped double digit percentages for 2H June. The 8gb contract dropped 25%. I think that's bad for the semicaps -- NAND is still a big percentage of business. All the memory cuts have been on the DRAM side. If there's going to be cutting on the NAND side too there will be another leg down in their orders and their Q4 recovery story will fade quickly.
Negative for LRCX VSEA AMAT MTSN FORM SNDK MU
CORRECTED: THATS CONTRACT, NOT SPOT. Whoops.
Wednesday, June 25, 2008
NAND contract prices collapse
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