The NAND flash market outlook for the fourth quarter of 2011 is still under doubt due to a lack of demand visibility, and current oversupply might appear to be more severe because some major chip suppliers are gearing up to ramp up their new 12-inch fabs, according to industry sources.
The speculation  the release data, which show downward adjustments in contract prices for the second half of July. Prices had not been settled for the previous one and a half months as buyers and sellers stuck to their respective positions.
In addition, concerns have been raised in the industry that with new 12-inch capacities at Samsung Electronics, Toshiba and Micron Technology going online, more chips are likely to flood the market if demand growth cannot keep up digest the excess inventory. NAND-chip prices will accordingly come under downward pressure in the fourth quarter.
prices for all densities declined in the second half of July with mainstream parts down 4-10%.