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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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1393 47 0 WDC
Emcee:  Sam Type:  Moderated
Western Digital has been building their flash capacity for several years now. They have just capped it by buying Sandisk, one of the leading vendors of NAND and NAND based products. WDC's product line now includes hard disk drives (HDDs), solid-state drives (SSDs), direct attached storage solutions, personal cloud network attached storage solutions, and public and private cloud data center storage solutions. This forum will talk about everything related to WDC's many product lines, as well as things that might cannibalize those businesses (e.g., NVM, Xpoint, ReRAM and other futuristic inventions). Which includes a lot of topics.

Let the talk flow freely, as long as it is at least roughly on topic. No ad hominem silliness. And no politics whatsoever--keep that stuff outta here.


Here is WDC's Investors Relations presentation page for future reference:
investor.wdc.com
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1393NAND flash shortage has SSD supply, pricing impact searchsolidstatestorage.techJCnieuwenj14 hours ago
1392TrendForce Forecasts Moderate Price Hikes for SSDs and eMMCs in Second Quarter oSam-last Friday
139164-Layer 3D NAND Chips Revealed at ISSCC Published February 11, 2017 | By Jim HSam1last Thursday
1390Toshiba Soars on Rising Optimism for Sale of Memory Chip Unit Yuji Nakamura BlooSam-last Thursday
1389Slightly different version of the same news. Toshiba begins shipping samples ofSam-last Wednesday
1388FEBRUARY 21, 2017 9:42 PM Money-losing Toshiba selling medical leasing unit to Bruno Cipolla-last Wednesday
1387 TSMC reportedly to join bid for stake in Toshiba memory business Chia-Han Lee areddy_s1last Wednesday
1386Toshiba Now Shipping Samples of 64-Layer, 512-gigabit 3D Flash Memory Boosts JCnieuwenj1last Wednesday
1385TECHNOLOGY NEWS | Tue Feb 21, 2017 | 1:58am GMT Toshiba seeking $8.8 billion forSam2last Monday
1384I never heard of these guys until reading this review. They sound a little like Sam-February 19
1383Samsung heir Lee Jae-yong cuffed in $40m corruption, perjury bust Explosive newsSam1February 16
1382 From CS...... AMAT and CSCO Reports Positive for Memory ¦ Bottom Line. OSam1February 16
1381Toshiba to delay chip business sale to next year - Kyodo Feb 15 Toshiba Corp haBruno Cipolla1February 15
1380At one time, Sandisk sold raw NAND, when business was very bad. These days, I amSam-February 14
1379<i> They both have other businesses that use the production of the NAND faElroy-February 14
1378Why is it so difficult for you to use google? <i> Western Digital ( WDC) sSam-February 14
1377dupeSam-February 14
1376Yeah, that is different. Selling a majority stake in its chip business!? Does TElroy-February 14
1375Yikes! Things are even worse than was believed just a few days ago! This is fromSam-February 14
1374Toshiba Warns Solvency In Jeopardy After Massive Nuclear Unit Writedown; ChairmaCharlie Smith-February 14
1373Elroy I agree with you on the concept but I would argue that China would probablJCnieuwenj-February 14
1372<i>Seems to me a 20% owner would have some role in management decisions, aElroy-February 13
1371Seems to me a 20% owner would have some role in management decisions, and also sArt Bechhoefer1February 13
1370<i>A bid from a Chinese consortium (Tsinghua Unigroup or related) would giElroy-February 13
1369I doubt that Toshiba needs cash alone, since their nuclear investment is being wArt Bechhoefer-February 13
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