| To: Sam who wrote (4606) | 3/5/2021 10:28:00 AM | | From: Elroy | | | | 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? |
| | WDC, NAND, NVM, enterprise storage systems, etc. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: Elroy who wrote (4607) | 3/5/2021 11:07:40 AM | | From: Art Bechhoefer | | | | It's not as simple as the notion that "rising prices dampens demands." That would occur if demand is elastic, meaning that it is totally dependent on changes in price. In this case it appears that demand is somewhat inelastic. It goes up even in the face of slight increases in price. Or it remains constant even in the face of price cuts, depending on other external economic and political factors.
What we do know is that more sophisticated design and better engineered production combine to increase either the profits for a given capacity chip or SSD, or they increase the performance of the components at little or no extra cost. These developments in the long run have added to overall SSD demand. We are also at a point where demand for storage capacity in a given device or in the cloud is increasing at a rate that appears to be well beyond expectations of many analysts. At the same time, we know that profit at the manufacturing level requires operating a plant as close to 100% of capacity as possible, so that any additional sudden demand can create shortages, along with probably temporary increases in unit price.
In short, there are a lot of factors to be considered, and how each factor impacts a given manufacturer will vary considerably, making estimates of future profits difficult. Still looks positive to me for WDC.
Art |
| | WDC, NAND, NVM, enterprise storage systems, etc. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (2) |
|
| To: Art Bechhoefer who wrote (4608) | 3/5/2021 1:28:41 PM | | From: Elroy | | | | Hi Art,
Price increases for NAND will reduce demand for NAND. It’s common sense. It’s historical fact.
n this case it appears that demand is somewhat inelastic. It goes up even in the face of slight increases in price. Or it remains constant even in the face of price cuts, depending on other external economic and political factors.
Keep in mind we are talking about a forecast, not a historical case. I doubt NAND prices will be stable for H1 2021, and THEN increase in H2 2021. My hunch is there is probably LOTS of double ordering now due to the tightness in the semi supply chain, and this double ordering is holding up NAND prices today. it’s just as likely the semiconductor tightness loosens in H2 2021, and prices of everything decline a good bit then.
We can all forecast. I think forecasting a nand price increase to occur six months from now takes more magical futures knowledge than any of us possess. |
| | WDC, NAND, NVM, enterprise storage systems, etc. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last ReadRead Replies (1) |
|
| To: Art Bechhoefer who wrote (4608) | 3/6/2021 12:03:58 AM | | From: SiliconAlley | | | | It's not as simple as the notion that "rising prices dampens demands." That would occur if demand is elastic, meaning that it is totally dependent on changes in price. In this case it appears that demand is somewhat inelastic. It goes up even in the face of slight increases in price.
Actually, rising prices do dampen demand, but the dampened demand does not drive prices down, it just brings supply and demand in closer balance.
When demand exceeds supply, rising prices is what brings supply and demand in balance. Just like it does with stocks. Efficient markets seek to match supply at a price with demand at a price - and seeks a price where maximum widgets are traded. When demand exceeds supply, and prices rise, some demanders drop out while other are just SOL because they don't have the right connections to secure an allocation.
What matters here is that the driving force is demand, resulting in prices rising. It is not rising prices that are raising demand, though rising price can in fact increase immediate demand from purchasers wishing to stock up ahead of future price increases. |
| | WDC, NAND, NVM, enterprise storage systems, etc. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Elroy who wrote (4609) | 3/6/2021 12:10:00 AM | | From: SiliconAlley | | | | I think forecasting a nand price increase to occur six months from now takes more magical futures knowledge than any of us possess.
This is a very different situation than consumers randomly walking into the supermarket to buy a Snicker's bar. Supply and demand 6 months out, of a product like NAND, is pretty much a no brainer for those with access to the order books. There are no secrets (or magic) here - some have better access to information than others. |
| | WDC, NAND, NVM, enterprise storage systems, etc. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| From: Sam | 3/8/2021 10:43:26 PM | | | | | | Western Digital Unveils SanDisk Extreme Portable SSDs
The company claims that the new drives offer nearly 2x the speed over previous generations.
08 March, 2021
by BW Online Bureau
Print this articleFont size -16 +
Western Digital has announced the launch of two new SanDisk portable SSDs that offer nearly 2x the speed over previous generations. The SanDisk Extreme and SanDisk Extreme PRO portable SSDs are purpose-built to keep up with today's high-quality content demands. Professional photographers, videographers and enthusiasts capture and keep life's best moments every day and they need reliable solutions that perform on the move at astonishing speeds.
According to the company, the new SanDisk portable SSDs were built to reliably handle the most challenging assignments – whether at home, in the office or out on location. The SanDisk Extreme Portable SSD is a great go-to drive for those who need more memory and a durable and fast drive, while the SanDisk Extreme PRO was built for an avid pro who needs even, sustained performance and a drive that can go anywhere.
"The new SanDisk Extreme portable SSDs deliver the performance, reliability, speed and functionality that consumers and professionals have come to expect from us. With the new range of SSDs in the segment, we have bumped up the speeds with the latest NVMe technology and used robust materials in our designs to make the devices look trendy while being rugged enough to help back up heavy files safely,” said Khalid Wani, Director – Sales, India, Western Digital
“Today’s consumers, with powerful smartphones and laptops, are constantly creating content on the go. When every second counts, they need a high-performance storage solution to help secure and manage the content with ease. With 256-bit AES hardware encryption, up to 2 metre drop protection and IP55 rating for dust and water resistance, the new SanDisk Extreme PRO and SanDisk Extreme portable SSDs offer best of performance and durability in any environment,” said Jaganathan Chelliah, Director - Marketing, India, Western Digital.
With capacities up to 4TB, the new NVMe drives are perfect for creating amazing content or capturing and moving incredible 4K and 8K footage with ease, which will be available in India from April 2021. The flagship SanDisk Extreme PRO portable SSD features a forged aluminum chassis made to stay cool under the pressure of a heavy workload and a durable silicone design to withstand the rigors of production. The drives also help keep content safe with password protection and an upgrade to 256-bit AES hardware encryption1.
Pricing and Availability
The SanDisk Extreme Portable SSD is available now in 500GB* (Rs 7999 MSRP), 1TB* (Rs 12999 MSRP), and 2TB* (Rs 27499 MSRP), with the 4TB* model shipping later in April 2021. The SanDisk Extreme PRO Portable SSD is available now in 1TB* (Rs 19999 MSRP) and 2TB* (Rs 34999 MSRP) with 4TB* model shipping in April 2021.
businessworld.in |
| | WDC, NAND, NVM, enterprise storage systems, etc. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| From: Sam | 3/11/2021 11:01:17 AM | | | | | | Western Digital price target boosted at Stifel after business split improved valuation
Mar. 11, 2021 8:42 AM ET Western Digital Corporation (WDC) By: Brandy Betz, SA News Editor
- After a sum-of-parts analysis, Stifel maintains a Buy rating on Western Digital (NASDAQ: WDC) and raises the price target from $64 to $88.
- Analyst Patrick Ho sees "more upside for the stock on a going forward basis" after the restructuring of the business under the HDD and Flash Memory umbrellas.
- Ho sees both businesses "poised for positive turns in 2021."
- WDC shares are up 2% pre-market to $68.
- Last week, Goldman Sachs upgraded Western Digital, expecting NAND pricing to increase sequentially in Q3 and Q4.
seekingalpha.com |
| | WDC, NAND, NVM, enterprise storage systems, etc. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| To: Bruno Cipolla who wrote (4614) | 3/11/2021 11:33:49 PM | | From: Sam | | | | Western Digital Announces Virtual Investor Event to Showcase Flash Technology Overview on March 18, 2021
March 11, 2021 06:30 PM Eastern Standard Time
SAN JOSE, Calif.--( BUSINESS WIRE)--Western Digital Corp. (NASDAQ: WDC) will host a virtual investor event on Thursday, March 18 beginning at 1:00 p.m. PT / 4:00 p.m. ET.
The presentation, hosted by Dr. Siva Sivaram, President of Technology and Strategy, will focus on flash technology, detailing the structural and strategic underpinnings that allow Western Digital to deliver new technologies and industry transforming products. Dr. Sivaram will also discuss the company’s flash joint venture, strategy, technology development, and product innovation.
Registration for the live webcast will be accessible through Western Digital’s Investor Relations website at investor.wdc.com. An archived replay will be accessible through the website shortly after the conclusion of the presentation.
businesswire.com |
| | WDC, NAND, NVM, enterprise storage systems, etc. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| From: Bargain Hunter | 3/16/2021 6:33:12 PM | | | | | | Micron Technology Inc on Tuesday said it will put a chip factory in Lehi, Utah up for sale as it quits making a type of memory chip it jointly developed with Intel Corp nearly a decade ago.
Lehi is Idaho-based Micron's only factory making what it calls 3D Xpoint memory, a form of memory chip that aimed to find a price-to-performance sweet spot between the two dominant forms of memory chip: DRAM, which is fast but pricey, and NAND, which is slower but cheaper. The factory will be sold in a transaction expected to close by the end of this year, company officials told Reuters.
finance.yahoo.com |
| | WDC, NAND, NVM, enterprise storage systems, etc. | Stock Discussion ForumsShare | RecommendKeepReplyMark as Last Read |
|
| |
