

Profits Surge for Micron and SanDisk as NAND Technology Gains Market Share
NEW YORK, NY--(Marketwire - March 22, 2011) - Memory Chip makers have seen their top lines spike in the last year as mobile demand has grown exponentially. Many industry heavyweights expect the trend to continue as Flash memory has set the industry standard for data storage on smartphones, tablets and other portable devices. Additionally, there is increased optimism that the Dynamic random-access memory (DRAM) market is turning around after a disappointing 2010. The Bedford Report examines the outlook for companies in the Semiconductor - Memory Chip Industry and provides research reports on SanDisk, Inc. (
[ www.bedfordreport.com/2011-03-SNDK ]
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Presently, SanDisk's main chip product is NAND Flash memory, however the company looks to have its eyes set on 3D chip technology. Since 2008 SanDisk has been working with Toshiba on 3D memory chips. Apple is particularly keen on NAND memory. Late in 2010 Apple unveiled its first complete product line of laptops relying entirely on flash chips for storing data.
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There is optimism that the DRAM market will turn around in the latter half of 2011 as key DRAM companies are taking a more cautious approach to manufacturing capacity. In fact, UBS upgraded Micron Tech citing stabilizing DRAM prices on steady demand.
Micron offers both DRAM and NAND products. Micron formed a partnership with the start up company, Unity, to develop a new form of memory to replace NAND flash when it reaches its technological limitations. Unity has been working on a new type of memory called CMOx for the past eight years, and says CMOx is designed to go beyond the limitations of the legacy transistor technology now used in NAND.
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