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The falling NAND flash contract quotes are due Apple's strategy of decreasing its NAND flash orders in December every year, while 50nm based chips also entered volume production in the fourth quarter this year, aggravating the balance of supply and demand, the article quotes anonymous sources at memory module makers as saying.
Some module makers expect prices will have a chance to bounce back in January next year, since downstream makers have cleared up a lot of inventory, notes DigiTimes. However, others expect the imbalance will continue as NAND flash production will increase in January.