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Solid State Hard Drives Unveiled Replies |
HenryTo
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HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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rffrydr
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Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
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 Posted: Tue Mar 22, 2011 8:03 am Post subject: |
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Our "marginal" supplier, Japan, has been suspended:
http://newenterprise.allthingsd.com/20110321/japans-quake-cuts-into-supplies-of-raw-materials-used-in-chips/
Morgan Stanley points out a fluke of recent tight capacity is heavy inventories:
| Quote: | | However, as Japan receives shipments of 15% of worldwide semiconductor production and manufacturers about 20% of total components required by OEMs to ship electronics, we estimate a potential EPS risk of up to 5-10% for semiconductor companies in 2011 due to the recent Japan tragedy. Inventories provide buffer: Japan supplies critical raw materials for the manufacturing (e.g., 50-60% of wafers) and packaging of semiconductors. However, our checks indicate 1-2 months of inventories of these materials. Furthermore, the recent capacity tightness has led the supply chain, including semiconductor companies, to build excess inventories. Consequently, we believe the long-term risk is limited as inventories give the supply chain time to find alternative sources, or local suppliers time to restart or shift production. In the intermediate term, we believe that there is risk for some wafer tightness. |
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HenryTo
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Location: Los Angeles, California
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HenryTo
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Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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rffrydr
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Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
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HenryTo
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Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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| Posted: Thu Nov 25, 2010 12:22 am Post subject: |
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Solid state hard drives still lingering at a price of about $2/GB (it hasn't declined much over the last 18 months). I expect prices to decline dramatically next year:
http://www.pcmag.com/article2/0,2817,2372726,00.asp |
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HenryTo
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Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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rffrydr
Moderator
Joined: 30 Oct 2005
Posts: 16445
Location: Sunny California
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| Posted: Sun Dec 06, 2009 7:53 pm Post subject: |
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Bing Cashback now 20% on ebay buy-it-now....never been a better time to pick up one of these things.
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HenryTo
Site Admin
Joined: 06 Aug 2004
Posts: 11260
Location: Los Angeles, California
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| Posted: Sat Oct 24, 2009 10:49 am Post subject: |
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Seagate and SanDisk discuss the progress being made in SSD tech - but predicts that it won't hit the mass market until 2011 to 2012 given the lack of NAND supply:
http://www.internetnews.com/hardware/article.php/3845211/Seagate+SanDisk+See+SSD+Sales+Soaring+Soon.htm
| Quote: | He also acknowledged that reliability is hit or miss from one vendor to the next. "You've seen the issues that we've had with our third generation, but frankly I believe that all the major manufacturers of SSD are seeing similar birth pains. But we know what the issues are and we know what needs to be done architecturally, and NAND will be up to the task. I have no doubt about that, that on a monthly basis, we are making progress, improving our performance and our quality and reliability, and so do our competitors," he said.
Merritt said there has been a problem with NAND supply because there hasn't been a new fab brought on line in two years, and it takes two years to three years to build a new plant. That's why Apple can literally wipe out the market for a few weeks when it buys vast amounts of memory for a new product launch.
Between the economic collapse of 2008 and the oversupply of DRAM, memory makers were hardly rolling in money. Thanks to the recent shortage, prices have spiked. |
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