Samsung raises alarm about flash shortage

TAIWANESE WIRE Digitimes reports a Samsung executive as saying there will be a terrible NAND flash shortage in the second half of this year.

But the really odd thing about this is that the Samsung executive does not directly say why. Instead he chose to talk about how the DRAM market was about to get ballistically better as a result of that perennial hope, Microsoft Vista.

Presumably Samsung will switch production from flash to DRAM to take advantage of the huge rush of orders Vista will generate. But this begs several questions.

The first is, didn't Samsung realise this might happen? The second is, could it be anything to do with the fact that flash isn't a very profitable kind of memory these days? And thirdly, and for the time being lastly, isn't Samsung just playing the market for all its worth in a bid to talk up business? Surely not.

L'INQ
Digitimes