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

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From: Sam6/7/2021 12:16:36 AM
1 Recommendation   of 4741
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.

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From: Sam6/11/2021 9:40:54 PM
1 Recommendation   of 4741
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.

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From: Sam6/21/2021 5:57:24 PM
   of 4741
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.

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From: Sam6/21/2021 6:22:59 PM
   of 4741
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

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From: Sam6/23/2021 10:28:14 PM
   of 4741
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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From: Sam6/25/2021 11:30:54 PM
   of 4741

Western Digital blames malware for My Book Live devices being wiped remotely
It's advising owners to disconnect the device from the internet for now.
M. Moon
June 25th, 2021

People who own and use a Western Digital My Book Live cloud storage device may want to disconnect it from the internet as soon as possible. As first reported by Bleeping Computer, a number of people worldwide who own the network-attached storage device took to the company's forum to report that all their files had been deleted. Terabytes' worth of data, years of memories and months of hard work vanished in an instant. The users couldn't even log into WD's cloud infrastructure for diagnosis, because their passwords were no longer working.

Several owners looked into the cause of the issue and determined that their devices were wiped after receiving a remote command for a factory reset. The commands starting going out at 3PM on Wednesday and lasted throughout the night. One user posted a copy of their log showing how a script was run to shut down their storage device for a factory restore:

Jun 23 15:14:05 MyBookLive begin script:
Jun 23 15:14:05 MyBookLive shutdown[24582]: shutting down for system reboot
Jun 23 16:02:26 MyBookLive begin script: start
Jun 23 16:02:29 MyBookLive _: pkg: wd-nas
Jun 23 16:02:30 MyBookLive _: pkg: networking-general
Jun 23 16:02:30 MyBookLive _: pkg: apache-php-webdav
Jun 23 16:02:31 MyBookLive _: pkg: date-time
Jun 23 16:02:31 MyBookLive _: pkg: alerts
Jun 23 16:02:31 MyBookLive logger: hostname=MyBookLive
Jun 23 16:02:32 MyBookLive _: pkg: admin-rest-api

The WD My Book Live devices connect to the internet via an Ethernet cable, and owners can use it to wirelessly back up their computers or to access their files from any device. It's a great solution for homes and businesses with multiple computers and phones that run different operating systems.

As Bleeping Computer notes, the storage solution communicates through the My Book Live cloud servers to provide remote access. It's an old model that hasn't been updated since 2015, but it's still protected by a firewall. Some of the affected owners expressed concerns that Western Digital's servers were hacked, allowing bad actors to send out a remote factory reset command to all devices connected to them.

However, Western Digital blames the incident on malware in a statement it issued to address the situation. The company said some My Book Live devices were compromised, though it didn't explain how bad actors were able to infiltrate them, and that owners should disconnect the storage solution from the internet for now.

The whole statement reads:

"Western Digital has determined that some My Book Live devices are being compromised by malicious software. In some cases, this compromise has led to a factory reset that appears to erase all data on the device. The My Book Live device received its final firmware update in 2015. We understand that our customers' data is very important. At this time, we recommend you disconnect your My Book Live from the Internet to protect your data on the device. We are actively investigating and we will provide updates to this thread when they are available."

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From: Sam6/29/2021 3:45:55 PM
   of 4741
Flash device controller suppliers see order visibility stretched
Siu Han, Taipei; Jessie Shen, DIGITIMES Monday 28 June 2021

NAND flash device controller suppliers have seen order visibility stretched beyond 2022 to 2023, thanks to strong demand for notebook, Chromebook and handset applications, coupled with foundries' tight mature process capacity, according to sources at Phison Electronics and its fellow companies.

Phison said that shortages of flash device controller chips continue to worsen. The supply of flash device controllers started falling short of demand in the second half of 2020.

Meanwhile, NAND flash chip vendors continue to see their supply constrained leaving little room for them to release extra chips to the spot and channel markets, Phison indicated. NAND flash contract prices are poised to rise 10% or more in the third quarter, driven by a strong pull-in of orders from OEMs and datacenter vendors, the flash device controller said.

Besides, with the new-generation iPhones and other new flagship models set to roll out later this year, NAND flash market conditions in the second half of 2021 will depend very much on the overall smartphone demand, Phison continued.

Sources at other flash device controllers said that Chromebook and other notebooks equipped with eMMC flash memory remain their supply priority due to 10-15% higher prices than those they offer for entry-level and mid-range handsets. The outlook for flash device controller shipments in the second half of this year remains upbeat.

Upgrading to Windows 11 also requires memory upgrades, which will also stimulate demand for flash device controllers, the sources also noted.

In addition, demand for datacenter applications started picking up substantially between March and April prompting chip vendors to give supply priority to datacenter vendors. Prices for datacenter SSDs are expected to rise 15-30% in the third quarter, as demand particularly that for 1TB SSDs adopting TLC NAND chips will be in huge demand, according to the sources.

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To: Sam who wrote (4671)6/30/2021 2:50:29 AM
From: Elroy
   of 4741
NAND flash chip vendors continue to see their supply constrained leaving little room for them to release extra chips to the spot and channel markets,

SIMO says there is no shortage of NAND memory supply. The shortage is in controllers, not in NAND. Just fyi.......

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To: Elroy who wrote (4672)6/30/2021 11:55:40 AM
From: SiliconAlley
   of 4741
SIMO says there is no shortage of NAND memory supply. The shortage is in controllers, not in NAND.

SIMO says lots of things. Don't believe everything SIMO says.

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From: Sam7/2/2021 11:25:58 PM
   of 4741
Western Digital won’t fix a vulnerability found in older My Cloud OS3 storage devices
Igor Bonifacic·Contributing Writer
Fri, July 2, 2021, 5:28 PM·2 min read

Owners of Western Digital network attached storage (NAS) devices may have yet another security headache on the horizon. Following the two flaws hackers exploited to wipe My Book Live devices remotely, security journalist Brian Krebs has published a report on another zero-day vulnerability that affects Western Digital products running the company’s My Cloud OS3 software. What’s more, it doesn’t appear there will be an official fix for those who don’t upgrade to a newer storage solution.

Earlier in the year, security researchers Radek Domanski and Pedro Ribeiro discovered a series of weaknesses that allow a malicious actor to remotely update a My Cloud OS3 device to add a backdoor. The two say they never heard back from the company when they tried to contact it about the vulnerability. Western Digital attributes its response (or lack thereof) to one of its previous policies.

“The communication that came our way confirmed the research team involved planned to release details of the vulnerability and asked us to contact them with any questions,” a spokesperson for the company told Krebs. “We didn’t have any questions so we didn’t respond. Since then, we have updated our process and respond to every report in order to avoid any miscommunication like this again.”

While the flaw isn’t present in Western Digital's new My Cloud OS 5, it’s unclear if the company ever went back to address it in My Cloud OS3. What’s more, it no longer plans to support the older software. “We will not provide any further security updates to the My Cloud OS3 firmware,” Western Digital says in a support page dated to March 12th, 2021. “We strongly encourage moving to the My Cloud OS 5 firmware. If your device is not eligible for upgrade to My Cloud OS 5, we recommend that you upgrade to one of our other My Cloud offerings that support My Cloud OS 5.”

When Engadget reached out to Western Digital, a spokesperson for the company told us "there is a fix for this vulnerability — we 'patched' OS3 with OS 5." They added: "My Cloud OS 5 is a major security release that provides an architectural revamp of our older My Cloud firmware. All My Cloud products currently under active support are eligible for the My Cloud OS 5 upgrade and we recommend that all users upgrade as soon as possible to benefit from the latest security fixes."

If you own a device that you can't update to My Cloud OS 5, you can download a patch Domanski and Ribiro developed. One thing to note is you’ll need to reapply it each time you reboot your device. You can also protect your My Cloud NAS drive by limiting its access to the internet.

Update 6:35PM ET: Added comment from Western Digital.

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