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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. […]

Nearline HDD: The Cloud Dominates Enterprise Storage Demand

Capacity enterprise, or nearline HDDs are a mainstay for inexpensive, reliable bulk storage, utilized by nearly all enterprise market segments, including servers, network or external storage and hyperscale or could service providers. For as long as TRENDFOCUS has been tracking these shipments (as far back as 2008), nearline HDD unit volumes have increased from 3 […]

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