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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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1453 48 0 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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1453You are right, his elaboration is not clear. Your interpretation of chip capacitreddy_s-an hour ago
1452<i> the real factor at play is “content growth for both NAND and DRAM is pElroy-an hour ago
1451 Micron's commentary about NAND demand/supply. blogs.barrons.com As far areddy_s-an hour ago
1450The price hike that is draining tech companies’ profits By Therese Poletti PublSam-8 AM
1449Another article on China Inc 's semiconductor ambitions: China’s IC IndustrSam-yesterday
1448One view of Intel's Optane. Intel officially introduces Xpoint with the DC Sam-Tuesday
1447"Seems insanely priced. Insanely..." This is a performance device, anSiliconAlley-Monday
1446Seems insanely priced. Insanely... ======================================= IntFUBHO-Monday
1445theregister.co.ukstorage_savant1last Friday
1444RBC saying the opposite today: RBC notes Multiple media reports (CNBC, Reuters)Charlie Smith-last Friday
1443Bullish crossover in MACD and Stochastic oscillator. [graphic]hollyhunter-last Friday
1442March 17, 2017 2:25 am JST Japan looks to mobilize public money for Toshiba turnSam-last Thursday
1441I don't think Japan Inc will take a 49% stake--too large. If this scenario pSam-March 15
1440If this is the case, could play out closer to your scenario. WDC buys 2% of theSiliconAlley-March 15
1439Japan govt-backed fund may take minority stake in Toshiba chip unit -sources MarSam-March 15
1438Western Digital Corp (WDC) Again Refinancing - Creditors Don't Appear Too WoSam2March 13
1437 Interesting analysis of possible Toshiba transactions. seekingalpha.com Therreddy_s1March 13
1436A couple of months old, but still relevant. China Unveils Memory Plans GovernmeSam-March 12
1435 March 10, 2017, 10:39 A.M. ET Recent Western Digital Weakness A Buying Opportunbigchad2March 10
1434Here is the Reuters article on Toshiba and Japan Inc: EXCLUSIVE-Japan to vet bSam-March 10
1433Reported today by Reuters: "The Japanese government, fretting over the theSiliconAlley-March 10
1432Glad to have you back SA Thanks for sharing your thoughtsjoncon63-March 9
1431I think you will know by the end of the year.SiliconAlley-March 9
1430Well, that's where we differ then. I think Japan Inc wants to stay in the gaSam1March 9
1429No, I meant Western Digital - purchase from Private Equity at agreed upon rates.SiliconAlley-March 9
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