After the fight Intel back low capacity NOR flash market Bureau

The first half of last year NOR flash market is not a price war, the dealer said: "the first half of the year, we can only see the price rising, shipments slow, long delivery time." As a result, NAND Flash Market advantage. Since Intel claimed to enter the field of NOR flash, NOR flash several major manufacturers in the field began to try to hold down the price as a means to occupy the market, for a while, NOR flash market competition into melee. Because of the fierce competition, Intel in the field as a latecomer, but also unbearable pressure, day before Taiwan media news: after nearly a few months after the fighting competition, Intel has been forced to completely withdraw from the low capacity NOR type flash memory chip market.

The late in 2004, part of the semiconductor manufacturers in the NOR flash profit is quite good, have fought to cut in this area, the most active in Intel. IC channel pointed out that Intel in 2004 Q3 about NOR flash quote and profit is better, coupled with their own part of the wafer in the wafer Inventory (Wafer Bank), Intel bank to enhance the overall revenue and profit, and further to snatch the flash market share, decided to return the first attack low capacity NOR flash market 16MB the following, the industry caused no small shock.

Dealers reflect, starting in 2004 of July, due to fierce competition, NOR flash market prices slashed. The Q3 quarter prices fell more than 5%, Q4 quarter fell 6.5%, the industry is expected in the first quarter of this year the price will drop 7.6% NOR flash.

NOR flash market such a price is a direct fuse Intel intervention.

IC channel said, because at that time Intel launched a number of low capacity NOR type flash memory is quite amazing, Intel can successfully sell at a low price strategy to seize the market, coupled with the low capacity NOR flash market two leading manufacturers Spansion and super Jie (SST) and into the fight, resulting in a low capacity NOR type flash memory a Starving people fill the land. market.

Battle between several major suppliers, on the spot market has also caused a serious impact. The dealer said that since last July, NOR flash market day began to become uncomfortable, prices fall is a fatal factor, the worse is the market with the instability of many factors, the price of the ups and downs, roasted reselling phenomenon also increased.

In fact, the upstream firms desperate to compete for the same is few lose. According to Taiwan media reports, the global flash of fierce market competition, coupled with the demand for performance as expected, let Intel CPU hutch and AMD were burned; ultra day before release of pessimistic forecasts that flash memory business department is responsible for the fourth quarter of 2004 (Q4) for fear of loss, and caused the share price fell 26%, leading Intel semiconductor factory needless to say, will completely withdraw from the low capacity NOR type flash memory chip market.

In view of this phenomenon, experience pointed out: with the NOR type flash memory market price from low capacity weakness, can earn profits can no longer attractive, therefore, suppliers may be of low capacity NOR type flash memory expansion expansion tightening action, coupled with Intel to exit the market competition, low capacity NOR flash price will rebound.