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Technology Stocks : Semi Equipment Analysis
SOXX 296.74+1.8%Nov 28 4:00 PM EST

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To: Sam who wrote (82430)1/27/2019 6:14:13 AM
From: Elroy1 Recommendation

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That $135 SATA drive won't cut it in an autonomous vehicle. The drives have to be very very fast, have very low latency, and withstand high heat. The drives will cost much more than $135.

Perhaps, but the value will not be in the memory, it will be in the semiconductor chips and designs that allows the 1TB drive to work very very quickly.

If a 1TB Sata SSD is worth $135, then 1TB of memory is worth less than $135 regardless of what drive it is put into. Maybe the 1TB of memory costs the maker $100 and the rest of the 1TB Sata drive costs $10, and the maker's profit is $25 on the $135 1TB Sata drive, for example.

Inside a super duper 1TB autonomous driving SSD, the 1TB of memory still only costs $100.

Sorry, there's nothing on the horizon that compares to cell phones, PCs, and enterprise storage in terms of memory consumption. Autos may require loads of silcon going foward, but its unlikely the require loads of ..... memory for storage. What in the world do you think they need to store? Loads and loads of maps? That's still nothing compared to video files.....

Storing data is nothing. It's photos and videos that take up all the memory storage space.
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