WDC, NAND, NVM, enterprise storage systems, etc. Message Board

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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

SNDK 199.33

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Oct 31 9:30 AM EST

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To: Sam who wrote (4797)	8/16/2025 9:15:13 AM
From: Elroy	of 4823

the Consumer segment remains the most commoditized, with margins constrained by cyclical demand and competitive dynamics. This actually benefits SIMO. None of these NAND makers want to invest to make new generation client device controllers, and SIMO is happy to make them for all the NAND makers, so over the next few years the market share story in client device controllers favors SIMO. NAND makers can focus their controller development on enterprise/AI/Cloud SSD controllers, high bandwidth flash controllers and leading edge UFS 5.0 and PCIe Gen6 controllers, and SIMO will make and sell every low end commodity controller that's left over. The good thing is there are billions of low end commodity devices sold each year.

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