That is, most NAND Flash suppliers did not adjust the 2HJan. contract price for most products while only few suppliers slightly adjusted the price for some products. Besides the stable inventory replenishment for Chinese Lunar New Year holidays to help stabilize the NAND Flash price trend in slow season, NAND Flash suppliers and buyers are watching & waiting for some electronics system makers expected to launch certain new NAND Flash killer-application products in the short term, which will help rally the market sentiment as well.
However, the positive stimulus effect in NAND Flash demand side still will depend on the new killer applications specification details as well as launch timetable and operation model arrangement released in the near future.
Market believes that the additional NAND Flash demand in NAND Flash market can help cushion the slow season effect and new incremental supply from the increasing output of new 3xnm process technology and 3-bit/cell MLC products in 1Q10.
Owing to the wait-and-see market sentiment, we expect NAND Flash market still to stay at consolidation in the short term. However, we expect NAND Flash price can be inspired to further boost if some electronics system customers can significantly restock for more NAND Flash chips used for some new high-capacity NAND Flash applications in 1Q10.
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