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WSJ: Apple, Sony Could Steer Chip Boom

HONG KONG — Apple Computer Inc. and Sony Corp. may hold the key to NAND flash-memory makers’ success or failure in the second half.

Demand for NAND flash-memory chips has been weaker than expected this year, leading to steep price declines. But major chip makers are moving aggressively to boost capacity in anticipation that the two electronics manufacturers will launch new products that will help spur chip demand and absorb excess supply in the market.

Read the entire article here:  Wall Street Journal online subscription required.

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