[QUOTE=tmc8080;2716734]shortage of NAND will be short lived… there are HUGE factories coming online for making ALL kinds of flash memory in China!! The capacity to make flash will more than QUADRUPLE over the next 2 years and that is if no other factories are made anywhere else around the world… most likely other factories of smaller capacity are also being built as well.
BTW, smaller factories in the UK, South America and greater Asia excluding S.Korea are also probably able to scale up eating Korea’s market share.[/QUOTE]
That sounds as if South Korea had stopped investing more into NAND. The opposite’s true. Both Samsung and Hynix in 2014 and beyond will continue to expand NAND production at much faster rates than they’ve ever done with DRAM. The trend’s South Korea’s increasing its share of the global NAND market, not diminishing. Actually, South Korea’s NAND share has never so far reached 50%. NAND was once a market divided between the United States (Intel and AMD mostly) and Japan (Toshiba mostly). South Korea moved in earnest into NAND after Mr. Hwang Chang-Gyu (trained at the Stanford University and worked for Intel as an advisor in the 1980s) became the head of Samsung’s memory business (with the title of President) in 2004.