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   Technology StocksWDC, NAND, NVM, enterprise storage systems, etc.


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From: BeenRetired5/24/2021 9:54:34 AM
   of 4740
 
Oh boy,...WDC better than YMTC...



Semiconductor (semiconductordigest.com)

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From: Sam5/24/2021 11:24:58 PM
   of 4740
 
The ‘stars and moon are aligning’ for one of the market’s most volatile stocks, chart analyst says
PUBLISHED MON, MAY 24 20219:04 AM EDT
Lizzy Gurdus

One of the market’s most volatile stocks could be in a prime position for investors.

So says Craig Johnson, senior technical research analyst at Piper Sandler, who has had his eye on computer hardware maker Western Digital since it reported earnings in April.

After the strong first-quarter report, “it seems like stars and moon are aligning here … with both the fundamentals and the technicals on Western Digital,” Johnson said Friday on CNBC’s “Trading Nation.”

Despite the stock being prone to unusual swings, Wall Street’s consensus estimates of its gains increased by about 25% following the results.

On the stock’s chart, “you’ve made this clear double bottom, and a close above $76 would start another leg higher,” Johnson said.

Western Digital ended trading down nearly 1% at $72.34 on Friday

continues with more text and charts at cnbc.com

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From: BeenRetired5/28/2021 12:21:11 PM
   of 4740
 
Amazon ECS Anywhere finally sees general launch
By Mayank Sharma about 1 hour ago

Follows preview at Amazon re:Invent 2020





(Image credit: Tony Webster / Flickr)

Amazon’s cloud computing business Amazon Web Services ( AWS) has announced the general availability of its Elastic Container Service (ECS) Anywhere tool in a bid to extend the company's presence to on-premise deployments.

Amazon ECS is Amazon’s homegrown orchestration engine for AWS. With ECS Anywhere, AWS hopes to expand its footprint in the hybrid cloud and multi-cloud game, and take on the likes of similar offerings from other camps such as Azure Arc.

“Customers have told us that while they need to run containers on their own infrastructure, they don't want the hassle of operating their own cluster management software. They love the simplicity of Amazon ECS, the fact that it just works, and want the same reliability, scalability, and security of Amazon ECS wherever they run their applications,” said AWS VP of Compute Services Deepak Singh.

Check out our list of the best cloud computing services right nowHere are some of the best web hosting servicesThese are the best small business servers availableExtending the cloudAmazon explains that ECS Anywhere helps users extend the capabilities to machines running outside of AWS by connecting them to the same cloud-based control plane that’s managing their EC2-based deployments.

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The big difference is that these machines can be inside on-premise data centers, virtual machines, or even edge environments running on Arm-based devices like a Raspberry Pi.

Explaining the implementation, Amazon says that all users need to do is create an activation key to register their machines, before installing the AWS Systems Manager agent and Amazon ECS Anywhere agent on all of them.

They can then deploy and manage their apps across these machines with Amazon ECS Anywhere using the same APIs, cluster management, workload scheduling, monitoring, and deployment pipelines they use with Amazon ECS in AWS.

Amazon adds that there are no upfront fees or commitments to use Amazon ECS Anywhere, and users pay only for the container instances they run.

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From: storage_savant5/31/2021 4:01:22 PM
   of 4740
 
This is a big deal for SSD vendors. If game FPS and graphical fidelity is closely tied to SSD performance, gamers will be willing to pay a premium for premium SSD performers like the WD SN850. Right now most SSD's are "good enough" for gaming and there isn't much of an incentive to pay a premium for top tier performance like there is for GPU and CPU.

pcgamer.com

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To: storage_savant who wrote (4655)6/1/2021 1:59:12 PM
From: SiliconAlley
   of 4740
 
And this is why internal controller development is so important to producing these performance products. WDC is vertically integrated, and is fast becoming the go-to vendor for gaming performance.

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From: Sam6/7/2021 12:16:36 AM
1 Recommendation   of 4740
 
Enterprise SSD Prices Projected to Increase by More Than 10% QoQ in 3Q21 Due to Growing Procurement Capacity, Says TrendForce

Published Jun.03 2021,15:59 PM (GMT+8)

Enterprise SSD procurement has been rising on the back of growing server shipments since 2Q21, according to TrendForce’s latest investigations. In particular, the share of 8TB products in shipments of SSDs to data centers has shown the most noticeable growth, which is expected to persist through 3Q21. However, certain SSD components and parts may be in shortage due to insufficient foundry capacity. TrendForce is therefore revising the QoQ hikes in contract prices of enterprise SSDs for 3Q21 to 10-15% from the previous projection of 5-10%.

TrendForce further indicates that the high demand for enterprise SSDs in 3Q21 is attributed to several factors. First, North American cloud service providers (hyperscalers) have pretty much completed their inventory adjustments and now continue to expand their storage capacity. Second, the flow of incoming orders to traditional server brands is getting stronger over the quarters as government agencies and SMBs increase their budgets for IT infrastructure. Third, Intel and AMD are ramping up production for server CPUs based on their respective new processor platforms. Following the adoption of new CPUs, the overall demand for enterprise SSDs has also shifted to higher-density products because clients want to upgrade their computing power and storage capacity. Specifically, demand is mainly trending toward 4/8TB SSDs since raising NAND Flash density can lower the cost of SSD deployment.

Supply leader Samsung will likely gain control over enterprise SSD pricing in the market

Regarding the supply end, Samsung has a higher flexibility in supplying SSDs compared to the other suppliers because it has a higher share of in-house components for its storage products. Therefore, in view of the possible shortage in certain SSD components, Samsung will likely be able to further expand its market share for enterprise SSDs. Furthermore, Samsung’s products are expected to account for more than 50% of enterprise SSDs (in terms of bits) shipped to data centers in North America in 3Q21. This dominance will likely further Samsung’s ability to dictate market prices going forward.

Intel, on the other hand, has been constrained in its ability to manufacture enterprise SSDs due to a shortage of PMICs. In addition, Intel has mostly been fulfilling orders for QLC products. As a result, Intel’s market share may potentially decrease in the TLC-dominant enterprise SSD sector. Regarding other suppliers including Kioxia and SK Hynix, although they have been able to raise their market shares due to gradual adoption of their products by clients, they are unlikely to catch up to Samsung for the time being.

On the PC client SSD front, at the moment, demand for notebook computers has remained strong, while the supply of SSD controller IC is still relatively tight. TrendForce therefore forecasts a slight 3-8% QoQ increase in client SSD contract prices for 3Q21. Regardless, suppliers will not slow down their process migrations. Starting from 3Q21, 176L PC client SSDs will be available on the market, with a corresponding increase in supply bits in the upstream SSD supply chain.



dramexchange.com

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From: Sam6/11/2021 9:40:54 PM
1 Recommendation   of 4740
 
CFIUS Clearance: SK hynix and NAND Business of Intel

USA June 10 2021

Status: Clearance

Acquirer: SK hynix Inc. (South Korea)

Acquired: NAND business of Intel Corporation (US)

Value: US$9 billion

Industry: Semiconductors

On October 19, 2020, Intel Corporation entered into a purchase agreement with SK hynix Inc. pursuant to which SK hynix will acquire “Intel’s NAND memory fabrication facility in Dalian, China and certain related equipment and tangible assets (collectively, the ‘Fab Assets’), (ii) Intel’s NAND solid-state drive business (the ‘NAND SSD Business’), and (iii) Intel’s NAND memory technology and manufacturing business (the ‘NAND Business’).” ( Intel Corporation Form 8-K, Oct. 20, 2020, SEC Filing.) The transaction is to be consummated over two closings, with the first closing involving the acquisition of the “Fab Assets and the NAND SSD Business for total consideration of $7 billion in cash,” that will “not occur prior to November 1, 2021.” (Id.) The second closing will involve the acquisition of NAND business “for additional consideration of $2 billion,” and “is expected to occur no earlier than March 15, 2025.” (Id.) “The consummation of the First Closing and the Second Closing is subject to customary conditions, including, without limitation . . . clearance of the transaction by the Committee on Foreign Investment in the United States . . . .” (Id.) On March 12, 2021, SK hynix announced that it “received clearance from the Committee on Foreign Investment in the United States (CFIUS) for its proposed acquisition of Intel’s NAND memory and storage business.”

On a related note, in early 2019, CFIUS also cleared a SK hynix investment involving Cypress Semiconductor Corporation’s NAND business, see our blog post on that transaction here.


lexology.com

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From: Sam6/21/2021 5:57:24 PM
   of 4740
 
This Screaming Fast SanDisk 2TB Extreme Portable SSD v2 is Only $227
By Anj Bryant about 8 hours ago
One of the fastest external SSDs is on sale.

The SanDisk 2TB Extreme Portable SSD v2 is one of the fastest external SSDs on the market. Today you can get it for $227 at Amazon, a savings of $82.

This second-gen drive comes with twice the performance of the first-gen model, packing up to 1,050/1,000 MBps of sequential read/write throughput. The drive connects via USB Type-C or a USB 3.2 Gen 2 connection and comes with a bundled cable for easy use. Internally, the drive packs an NVMe SSD for the ultimate in portable performance.

SanDisk 2TB Extreme Portable SSD: was $309, now $227 at Amazon

The SanDisk 2TB Extreme Portable SSD v2, one of the fastest external SSDs on the market, is a steal at $227. The drive features up to 1,050/1,000 MBps of sequential read/write throughput and connects via a USB Type-C or a USB 3.2 Gen 2 connection. VIEW DEAL

Our review of the SanDisk 2TB Extreme Portable SSD v2 found the drive to be the fastest 10 GBps NVMe portable SSD on the market. The drive has a durable design with a grippy finish, and the weather-resistant design helps protect it from harsh environments. Your stored data is also protected via AES 256-bit full disk encryption.

The Sandisk Extreme Portable SSD v2 also comes with a five-year warranty and a short USB-C cable, but you might plan on buying a longer cable for daily use.

For more Prime Day savings, check out our Prime Day live blog and lists of the best Prime Day gaming PC and laptop deals, best Prime Day SSD deals, best Prime Day Monitor Deals, Best Prime Day Dell Gaming deals and the best Prime Day hardware deals overall. Our sister site, TechRadar, has a broader list of Amazon Prime Day deals that includes product categories we don't typically cover such as smart home devices, TVs and phones.

tomshardware.com

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From: Sam6/21/2021 6:22:59 PM
   of 4740
 
Some more Prime Day deals, from Anandtech:

Best Amazon Prime Deals
Crucial MX500 2TB SSD: was $229, now $170

The 2TB edition of the Crucial MX500 SSD is available for just $170. This SATA SSD has read/write speeds as fast as 560/510 MB/s, and has been a constant top performer for SATA SSDs.



Crucial P5 1TB SSD: was $174, now $91

This M.2 SSD from Crucial is rated at 3400/3000 MB/s. This offer is for the 1TB model but other capacities are available.



SK Hynix Gold P31 SSD: was $134, now $107

This is an M.2 SSD with a 1TB storage capacity and supports PCIe 3.0 x4. Users can expect fast read/write speeds with this SSD, reaching up to 3500/3200 MB/s. This is one of the lowest prices ever for the 1TB edition.





WD 1TB WD Blue SN550 SSD: was $124, now $84

Users can expect read/write speeds as fast as 2600/1800 MB/s with this NVMe SSD. It has an M.2 form factor and uses PCIe 3.0 x4. As of today, the 1TB edition is marked down to a new low price of $84.




Razer Viper Mini Ultralight Gaming Mouse: was $39, now $19 at Amazon

Razer is well-established in the gaming sect of computer hardware and you'll find several products of theirs discounted for Amazon Prime Day. This offer is for the Razer Viper Mini Ultralight Gaming Mouse which uses an optical sensor with a maximum DPI of 8500. It has RGB LEDs and 6 programmable buttons.





Razer DeathAdder v2 Pro Wireless Gaming Mouse: was $129, now $79

There are a few wireless peripherals discounted for Prime Day as well, and one of the most recognizable is Razer's DeathAdder v2 Pro Wireless Gaming Mouse, marked down to $79. It has a maximum battery life of 70 hours, RGB LEDs, and 8 buttons that can be programmed with custom macros.


more at anandtech.com

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From: Sam6/23/2021 10:28:14 PM
   of 4740
 
Japan's Kioxia, formerly Toshiba Memory, aims for Sept IPO - report
REUTERS 9:05 PM ET 6/23/2021

Symbol Last Price Change
79.02 +1.36 (+1.7512%)
69.24 +0.78 (+1.1394%)
44.23 -0.44 (-0.985001%)
QUOTES AS OF 04:00:00 PM ET 06/23/2021


TOKYO, June 24 (Reuters) - Japan's Kioxia Holdings Corp, the world's second largest maker of flash memory chips and formerly known as Toshiba Memory, plans an initial public offering as early as in September, weekly financial magazine Diamond reported on Thursday.

Kioxia last year shelved plans to offer up to 334.3 billion yen ($3 billion) in shares, which would have been Japan's largest IPO of 2020, amid heightened trade frictions between China and the United States.

The Tokyo bourse is expected to give its approval in July, the report said, citing sources.

A Kioxia spokesperson on Thursday said the firm was "aiming to IPO at the appropriate time" but declined to comment further.

Media reports previously cited interest from rivals such as Micron Technology Inc(MU) and Western Digital Corp.(WDC)

Kioxia is controlled by private equity firm Bain Capital, after a financial crisis forced Toshiba Corp(TOSBF) to sell a majority stake in the business.

The Japanese conglomerate, which is embroiled in a corporate governance scandal, now has a 40.6% stake. Toshiba(TOSBF) shares rose 0.4% to 4,860 yen by mid-morning trade. ($1 = 111.0700 yen) (Reporting by Sam Nussey; Writing by Ritsuko Ando; Editing by Jacqueline Wong and Jane Wardell)

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