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HDD TAM/Build Disconnect

With fewer than 10 days left in the year, the disconnect between HDD TAM and production continues. As stated earlier this month in one of TRENDFOCUS’ Executive Briefs, the CQ4 build plan is tracking measurably higher than the expected HDD TAM. This would be less of an issue exiting CQ2 or CQ3, since the subsequent […]

NAND Supply Tightness Continues (still)

TRENDFOCUS just recently concluded another trip through the U.S. and Asia. Once thing is for certain – NAND tightness continues…. And will continue through most of 2017. From a pricing perspective, this means continued higher prices for SSDs in the market. With all major NAND vendors continuing to focus on trying to ramp 3D NAND […]

Captive SSDs Move Across Apple’s Product Line Up

As widely rumored, Apple announce a refreshed MacBook Pro line up in October, sporting new industrial designs and introducing a touch-based, contextual screen in place of the normal row of function keys at the top of the keyboard. It marks the first time, I believe, that a replacement product line up was introduced at higher […]

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