By Mark LaPedus EETimes Supply Network (09/03/2004 5:00 PM EST)

Shortages and price hikes are showing up in flash-memory after a slight pause in the market, according to an e-mail newsletter from Smith & Associates, an independent distributor based in Houston.

"Although low-voltage flash was readily available during July, pockets of tight supply emerged during August," the newsletter stated. "With regular requirements from the telecommunications, cellular phone, and set top box sectors, open market pricing has risen above direct pricing for some models."

As usual, however, the overall flash outlook is a tale of two technologies. The market for NOR flash is strong. "Inquiries for NOR flash have been healthy amid steady pricing and limited availability, particularly in low voltage and industrial configurations," according to the report. "Intel flash production has been strong as the processor giant expands its presence in the NOR flash market."

NAND, on the other hand, is still in the dumps. "Several producers are launching or expanding production of NAND flash as these components gain in popularity. Meanwhile, NAND prices continue to decline, especially in 512Mb, 1Gb, 2Gb, and 4Gb densities," the report said.