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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 […]

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 […]

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 […]

SSDs Post Significant Growth Again in CQ3 ‘16

Sequential unit shipment growth in all SSD segments – client SATA, client PCIe, Enterprise SATA, SAS, and PCIe – resulted in significant increases over the prior quarter. Client modules, targeting the OEM PC market, jumped almost 20% Q-Q, reflecting both a slightly healthier PC market as well as continued attach rate growth over HDDs.  Client […]

NAND Tightness Continues

We have all now heard about, and some have experienced, the effects of the NAND shortage over the past few months. These shortages are now being quantified as CQ3 ‘16 SSD shipments are being reported. Early indications point to the channel seeing lower shipment volumes than what was previously forecasted. A couple variables, in addition […]

TRENDFOCUS Publishes 2nd Calendar Quarter NAND / SSD Report SSD Attach Rates Continue to Rise in Notebook PCs

TRENDFOCUS has just released its latest NAND/SSD Quarterly update. In this report, covering CQ2 ’16 results and the revised long-term forecast, all segments, both client and enterprise, saw another quarter where SSDs posted solid growth. In the enterprise SSD market, all interfaces expanded, reaching 4.068 million units for the quarter, an increase of 10% Q-Q. […]

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