SanDisk to sell NAND flash wafers instead of finished chips?

Posted on Wednesday, September 10 2008 @ 6:10 CEST by Thomas De Maesschalck
DigiTimes reports SanDisk is considering to sell its customers NAND flash wafers instead of finished goods:
Sources from the memory industry in Taiwan have indicated that SanDisk is approaching customers for possible sales of NAND flash in wafer or die form. The strategy is said to be driven by sluggish demand that has aggravated inventory pressure at SanDisk, the sources explained.

SanDisk started approaching some memory module houses in August, the sources said. Customer feedback will depend on how SanDisk prices the wafers/dies, they expected.

High inventory levels at SanDisk are said to the major reason. SanDisk mentioned that its inventory turnover averaged at nine weeks during its second-quarter investor conference, prompting aggressive price cuts in the third quarter.


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Thomas De Maesschalck

Thomas has been messing with computer since early childhood and firmly believes the Internet is the best thing since sliced bread. Enjoys playing with new tech, is fascinated by science, and passionate about financial markets. When not behind a computer, he can be found with running shoes on or lifting heavy weights in the weight room.



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