IC Industry's Long Tail
May 23, 2011
Flash is good. Toshiba the inventor and (almost) joint No.1 supplier of NAND was the third largest IC supplier in Q1, while the NAND-less Elpida's revenues dropped 31% and the company slipped four positions down IC Insights' rankings to end up at No.17.
But, in total, the top 20 manufacturers didn't really do all that well in the Q110-Q111 time-frame - growing 11% while the market was growing over 30%.
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