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What Will Replace Your Smartphone?

The short answer is, “I don’t know”, but consider where the modern smartphone is today, what it does, and what may it become, results in a few very important points to consider when trying to predict what will come next. The screen is still the most important user interface: Yes, voice assistants have improved over […]

Optane in Its Cheapest, and Possibly, Best Form Right Now

Intel made several Optane product announcements over the past couple of weeks, including high-end NVMe-based add-in-cards targeting enterprise servers. Optane is the commercial product name for 3D XPoint (pronounced “cross point”), next generation non-volatile storage technologies. Optane promises far higher performance and endurance compared to NAND, but even as far back as Intel and Micron’s […]

How Many Price Hikes are Enough?

It has definitely been a wild ride over the past four quarters when it comes to SSD pricing…. And, unfortunately for system OEMs and hyperscale companies, this trend of increasing prices doesn’t look like there will be any relief until later this year, and likely in early 2018. For SSDs, we have seen an increase […]

Groundhog Day

On February 2, Punxsutanwney Phil, the most famous groundhog, emerged from his hole and saw his shadow, declaring six more weeks of winter. This U.S. folklore was made into a comedy movie in the early 1990s starring Bill Murray. In the movie, Bill Murray, a television weatherman goes to Punxsutawney, Pennsylvania, on Groundhog Day to […]

Toshiba Considers Options for Its Memory Business

While rumors published this week in Japan’s Nikkei news suggested that Toshiba was considering selling a stake of its semiconductor business to WDC, an official company note confirmed a day later that the Japanese conglomerate was considering splitting its memory business into a separate company, with no decision yet. Spinning out Toshiba’s memory division (essentially […]

Just Like Old Times Again

CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results, too. Although these markets are seasonally more robust in the second […]

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 […]

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