Two flash-memory newcomers, Hynix Semiconductor Inc. and Infineon Technologies AG, are moving in opposite directions in the NAND market, according to an e-mail newsletter from Gartner Dataquest Inc.
In the fourth quarter of 2005 alone, South Korea’s Hynix generated a staggering $670 million in sales in the NAND-based flash-memory market — or 40 percent of its total memory business, according to the newsletter. Not long ago, Hynix was no where on the map in NAND, it was noted.
In contrast, Germany’s Infineon continues to “struggle” in the flash market, according to the newsletter. The German company sells NAND parts, dubbed TwinFlash, which is based on Saifun’s technology.
Infineon generated $40 million in NAND sales in Q4, according to the newsletter. The company also plans to move its NAND production from the 110-nm to the 70-nm node, thereby skipping the 90-nm generation.