Yep...... The other Nand Manufactures. If OCZ, ST are not making money or are making a loss on SSD's they arn't going to keep buying Nand, so the manufactures have no choice but to sell at lower prices, but they will probably begin manufacturing much more Nand to maintain profits. The lower prices will further increase demand as the people who are holding off due to the cost, will begin to jump in. By this time they had better have 30x nm Nand ready to roll out because if demand suddenly fell off due to an ever deteriorating economy then the manufactures will begin making huge losses like what happened to ram manufactures. And then it's a case of seeing if you can stay afloat long enough, to come out the other side.
Edit:
Apparently Toshiba have got some 32nm Nand being mass produced in September, and I'm sure Samsung shouldn't be too far behind.
Bookmarks