- Cascend Research says its NAND indicator showed a flattish Y/Y change in April that wasn’t strong but was above the more negative general expectations.
- Firm calls the performance an incremental positive or NAND chipmakers as lower prices are being offset by higher volume and attach rates.
- Cascend expects NAND to recover strongly in Q4 and CY19.
- Source: Briefing.com.
- Top NAND players: Samsung (OTC:SSNNF, OTC:SSNLF), Toshiba (OTCPK:TOSBF, OTCPK:TOSYY), Western Digital (NYSE:WDC), Micron (NASDAQ:MU), SK Hynix (OTC:HXSCF, OTC:HXSCL), Intel (NASDAQ:INTC), Smart Global Holdings (NASDAQ:SGH).
- Micron shares are down 0.1% premarket to $61.31.
- Smart Global Holdings shares are up 0.5% to $41.59.
Cascend Research: NAND flattish in April, heading for Q4 recovery
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