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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4702 66 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:
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ReplyMessage PreviewFromRecsPosted
4682SIMO now forecasting 2021 revenues to grow 65% to 70% This is the WDC board. PSiliconAlley-August 2
4681Others disagree with you. UWGUnwelcomeguest-August 2
4680SIMO now forecasting 2021 revenues to grow 65% to 70% (after growing 18% in 2020Elroy-July 30 Malaysian authorities seized bitcoin mining rigs Upgrade opportunity!SSDiesel1July 19
4678I've got Silicon Alley on ignore, so I have no idea what he's posting.Elroy1July 8
4677Anyways, when is WDC going to grow quarterly sales above 25% per year? No one hSiliconAlley2July 8
4676SIMO's revenues forecast to be about $220m in Q2 2021, up 20% sequentially Elroy-July 8
4675This isn't getting any better for WDC. A couple of hackers have posted a viUnwelcomeguest1July 5
4674Western Digital won’t fix a vulnerability found in older My Cloud OS3 storage deSam-July 2
4673SIMO says there is no shortage of NAND memory supply. The shortage is in controlSiliconAlley-June 30
4672<i>NAND flash chip vendors continue to see their supply constrained leavinElroy-June 30
4671Flash device controller suppliers see order visibility stretched Siu Han, TaipeiSam-June 29
4670Geez!!! Western Digital blames malware for My Book Live devices being wiped remSam-June 25
4669 Japan's Kioxia, formerly Toshiba Memory, aims for Sept IPO - report REUTERSam-June 23
4668Some more Prime Day deals, from Anandtech: Best Amazon Prime Deals [graphic] CrSam-June 21
4667This Screaming Fast SanDisk 2TB Extreme Portable SSD v2 is Only $227 By Anj BrySam-June 21
4666CFIUS Clearance: SK hynix and NAND Business of Intel USA June 10 2021 StaSam1June 11
4665Enterprise SSD Prices Projected to Increase by More Than 10% QoQ in 3Q21 Due to Sam1June 7
4664And this is why internal controller development is so important to producing theSiliconAlley-June 1
4663This is a big deal for SSD vendors. If game FPS and graphical fidelity is closestorage_savant-May 31
4662Amazon ECS Anywhere finally sees general launch By Mayank Sharma about 1 hour aBeenRetired-May 28
4661The ‘stars and moon are aligning’ for one of the market’s most volatile stocks, Sam-May 24
4660Oh boy,...WDC better than YMTC... [graphic] Semiconductor (semiconductordigestBeenRetired-May 24
4659Yes, an editor probably screwed up. Mellor knows that Samsung is the industry leSam-May 18
4658With comments like this one has to wonder about the accuracy of the rest of the Elroy-May 18
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