Toshiba accounts for 20.5% of the NAND flash market

As shown in the graph below, Korea’s (EWY) Samsung (SSNLF) accounts for 30% of the NAND (negative-AND) Flash market as of 3Q15. The other players in this space include Toshiba (TOSYY) and SanDisk (SNDK), which account for 20.5% and 15.4% share, respectively, as of 3Q15.

Toshiba has reportedly invested $4.2 billion to enter the 3D NAND Flash market. Its manufacturing facilities in Yokkaichi, Japan (EWJ) will be operational from 2017. Toshiba will produce NAND flash memories used in smartphones and data centers in this facility.

Samsung, Toshiba, and SanDisk Lead Global NAND Flash Market

3D-NAND expected to comprise 11% of total NAND flash output

Samsung has started mass production of 3D-NAND flash memory and has gradually increased its market share in this segment. Peer companies will also look to increase supplies of memory products in this segment. The industry is expected to grow 11% year-over-year, manufacturing 16.7 million wafer starts in 2016.The overall NAND flash industry is expected to grow at 0.2% year-over-year in calendar 2016, according to DRAMeXchange.

Semiconductor giant Intel (INTC) is expected to start manufacturing 3D NAND flash products in Dalian, China, in the second half of 2016. Intel is also planning to invest $5.5 billion in China for the mass production of 3D NAND flash memories and 3D crosspoint SSDs (solid state drives).

According to DRAMeXchange, 3D-NAND flash is projected to constitute 30% of the entire market by the end of 2016. This will lower the costs of SSDs, “leading to an increase in the SSD adoption among OEM system vendors.”

Latest articles

This year, Pfizer (PFE) stock has fallen 0.34% and Bristol-Myers Squibb (BMY) stock has fallen 6.48%. Both companies are focused on strengthening their position in the high-growth oncology and immunology markets. Let's take a closer look at each.

Walt Disney’s (DIS) latest movie, Toy Story 4, has reportedly broken records in the opening weekend with $118 million in sales. However, the opening weekend collection was behind analysts’ expectations of at least $150 million in the first weekend.

24 Jun

Will Home Depot’s Upward Momentum to Continue?

WRITTEN BY Rajiv Nanjapla

As of June 21, Home Depot (HD) was trading at $209.39, which implies a rise of 9.7% since the announcement of its first-quarter earnings on May 21. Also, the company was trading at a premium of 32.4% from its 52-week low of $158.09 and a discount of 2.8% from its 52-week high of $215.43.

On June 21, Aurora Cannabis (ACB) made an announcement that indicated that it will move towards higher margin vape products. In addition, the company also believes concentrates and edibles will command higher margins. In anticipation of this development, the company announced the expansion of its facility to capitalize on growth related to these segments.

Shares of Mondelēz International (MDLZ) are scaling new heights thanks to its stellar gains so far this year. Mondelēz stock is up 38.0% on a YTD (year-to-date) basis, and it closed at $55.25—just a shade lower than its 52-week high of $55.71—on June 21.

24 Jun

How Long Will Facebook's Libra Fuel Bitcoin Rally?

WRITTEN BY Mayur Sontakke, CFA, FRM

Ever since the news about Facebook’s (FB) cryptocurrency project broke, Bitcoin has rallied on the hope that Facebook’s entry in the space will help make cryptocurrencies mainstream. Facebook’s cryptocurrency will be called Libra and will be governed by an association with 28 founding members across industries.

172.31.59.107