WDC, NAND, NVM, enterprise storage systems, etc. Message Board

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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

WDC 38.61

+5.2%

10:31 AM EDT

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To: Sam who wrote (4606)	3/5/2021 10:28:00 AM
From: Elroy	Read Replies (1) of 4791

Rising prices dampens demand. It happened (NAND but price increases) in the challenging technological move from 2d to 3D, but in general NAND bit prices don’t rise, do they? I thought a great environment for NAND meant bit prices decline slowly, while manufacturing efficiencies increase quickly, thus improving NAND maker gross margins. Isn’t it pretty uncommon to have NAND price per bit increases due to competition between the seven NAND makers, and a relatively constant increase in it production volumes by some of them at any given time?

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