NAND flash supply will stay tight through Q3 thanks to strong smartphone/tablet and data center SSD demand, Digitimes reports. Also, mobile DRAM supply is also expected to "fall short of demand" in Q3. That's music to the ears of Micron (MU +0.5%) and SanDisk (SNDK +0.9%), who have been benefiting from restrained capex and industry consolidation. NAND controller vendor Silicon Motion (SIMO +3.2%) blamed tight NAND supply for memory card/flash drive makers when issuing a Q2 warning on Tuesday; while adding embedded NAND controller sales are strong. Samsung (SSNLF.PK) just warned its Q2 profits will miss estimates, but that likely has to do with phone sales rather than DRAM/NAND demand. (Micron production shifts)
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