A-Data and Transcend lower NAND flash memory production
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A-Data Technology and Transcend have reduced their NAND flash shipments in January to avoid losses due to the falling prices on flash products. NAND flash is going to continue to be a huge part of the memory industry, but now with everyone producing it the price war has clearly started.
A-Data claims its sales have been affected by the recent price drops for NAND flash, with its related book-to-bill (B/B) ratio for NAND flash products falling to about the 1.0 level. The company has reduced its shipment ratio of NAND flash related products to 30%, down from 40% last quarter. Transcend also reduced its proportion of NAND flash related shipments.
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