Monday, November 20, 2017

© Reuters.  Digitimes: Toshiba NAND production shuts temporarily, tightens global supply© Reuters. Digitimes: Toshiba NAND production shuts temporarily, tightens global supply

  • Toshiba (OTCPK:TOSBF, OTCPK:TOSYY) suspended NAND flash production at Japan facilities for three to six weeks after ransomware attacks, according to Digitimes sources.
  • The shutdown reduced NAND flash production by almost 100K wafers, which could further tighten the global NAND supply that was expected to rebound in Q4.
  • Top NAND players, by Q2 global market share: Samsung (KS:005930) (OTC:SSNNF, OTC:SSNLF), 35.6%; Toshiba, 17.5%; Western Digital (NYSE:WDC), 17.5%; Micron (NASDAQ:MU), 12.9%; SK Hynix, 9.9%; Intel (NASDAQ:INTC), 6.6%.
  • Micron shares are up 2.38%.
  • Western Digital shares are down 0.92% since it has memory JVs with Toshiba.
  • Previously: UBS lowers Western Digital price target, positive on MAMR potential (Oct. 12)
  • Now read: Intel: In Case We’re Wrong

Original article

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