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


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To: Elroy who wrote (4655)4/30/2021 2:30:16 PM
From: SiliconAlley
   of 4716
 
In that environment WDC posts a year on year revenue decline of 1%. Why is this positive news?

Knowledgeable investors look to the fundamentals and future, and not to a blip of the past. While you focus on numbers, and manipulate them to fit a preconceived notion, we focus on what those numbers mean.

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From: Sam5/18/2021 8:44:35 AM
1 Recommendation   of 4716
 
Kioxia revenues rising, demand wind stronger: No news yet on IPO or acquisition
By Chris Mellor - May 17, 2021

blocksandfiles.com

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To: Sam who wrote (4657)5/18/2021 9:18:04 AM
From: Elroy
   of 4716
 
With comments like this one has to wonder about the accuracy of the rest of the linked article…..

“ There are are six major NAND producers: Intel, Kioxia, Micron (the industry leader), Samsung, SK Hynix, and Western Digital.”

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To: Elroy who wrote (4658)5/18/2021 9:37:32 AM
From: Sam
   of 4716
 
Yes, an editor probably screwed up. Mellor knows that Samsung is the industry leader, someone put that parenthetical comment in the wrong place.

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From: BeenRetired5/24/2021 9:54:34 AM
   of 4716
 
Oh boy,...WDC better than YMTC...



Semiconductor (semiconductordigest.com)

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From: Sam5/24/2021 11:24:58 PM
   of 4716
 
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 4716
 
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 4716
 
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 (4663)6/1/2021 1:59:12 PM
From: SiliconAlley
   of 4716
 
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 4716
 
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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