NAND and DRAM Prices Expected to Soar, Again

Toshiba, 2nd largest maker of NAND chips with 30% worldwide market share, has shut down 5 vital factories in Japan, due to power disruptions. The result: DRAM charged ahead to the tune of 7% yesterday, before the exchange shut down thanks to uncertainty. NAND flash memory prices exploded higher, as much as 20%.

UBS cites Micron (ticker MU) as a main beneficiary to the current price spikes, as their Japanese fabs (2) have been unscathed by the ongoing crisis.