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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4114 67 2 WDC
Emcee:  Sam Type:  Moderated
Western Digital has been building their flash capacity for several years now. They have just capped it by buying Sandisk, one of the leading vendors of NAND and NAND based products. WDC's product line now includes hard disk drives (HDDs), solid-state drives (SSDs), direct attached storage solutions, personal cloud network attached storage solutions, and public and private cloud data center storage solutions. This forum will talk about everything related to WDC's many product lines, as well as things that might cannibalize those businesses (e.g., NVM, Xpoint, ReRAM and other futuristic inventions). Which includes a lot of topics.

Let the talk flow freely, as long as it is at least roughly on topic. No ad hominem silliness. And no politics whatsoever--keep that stuff outta here.

Here is WDC's Investors Relations presentation page for future reference:
investor.wdc.com
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4114And costs per bit of NAND based memory keep declining more than selling prices pSiliconAlley-last Tuesday
4113And costs per bit of NAND based memory keep declining more than selling prices pArt Bechhoefer2last Tuesday
4112'decent price' WD Black SN750 M.2 SSS gets Gold Seal...…………………...………...…BeenRetired1last Tuesday
4111Interesting NAND bit cost/price chart...…………………………………………………………………………………………………………BeenRetired-last Tuesday
4110BeenRetired-March 16
4109This is one more example of WDC continuing to have a cost advantage over its comSiliconAlley-March 15
4108SanDisk Extreme Pro 1TB NVMe M.2 SSS a top Real World performer [graphic]BeenRetired-March 15
4107The trade and tariff situation is making many companies skittish, slowing down pSam-March 15
4106<i>they agree with everyone else that the second half of the year will be Elroy-March 15
4105A couple of excerpts from Broadcom's CC (they agree with everyone else that Sam1March 15
4104"Western Digital’s Award-Winning WD Blue SSD Goes NVMe "...………………...……BeenRetired-March 14
4103I suspect this low latency flash memory will be less expensive than Intel's Art Bechhoefer2March 13
4102Western Digital Develops Low-Latency Flash to Compete with Intel Optane by AntoSam3March 13
4101 Toshiba and Western Digital Readying 128-layer 3D NAND Flash Source: TechpowerBeenRetired3March 10
4100WDC: Way late to the Enterprise PCIe party, now shipping M.2 CL SN720...……...………BeenRetired1February 28
4099WDC: 512 GB of UFS 3.0 96L TLC 5G iNAND...………...……………………………………………………………………………………BeenRetired1February 26
4098"SanDisk's New (1TB) MicroSD Cards Are Too Fast for Your Phone"...BeenRetired1February 26
4097One step at a time. Trump says he will delay additional China tariffs originallSam-February 24
4096Intel STT-MRAM Technology Is Ready for Mass Production Sam1February 23
4095Western Digital +2% as Cascend goes Buy Feb. 22, 2019 11:01 AM ET|About: WesterSam1February 22
4094 Western Digital to Participate at Investor Conference SASam1February 21
4093SK Hynix plans to spend $107 billion building four memory chip plants FEBRUARY 2Bruno Cipolla1February 21
4092NAND Flash Giants Suffer Revenue Loss of 16.8% in 4Q18, Dragged Down by Falling Sam2February 21
4091NAND flash prices likely to stop falling in 2Q19 Siu Han, Taipei; Jessie Shen, DSam1February 19
4090Western Digital declares $0.50 dividend Feb. 14, 2019 5:53 PM ET|About: WesteSam1February 14
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