WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 150.21

+8.7%

Oct 31 9:30 AM EST

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To: BeenRetired who wrote (60277)	5/18/2016 1:29:29 PM
From: BeenRetired	Read Replies (1) of 60323

"I know WDC had a big SSS share before SanDisk." Already SNDK NAND? Has SanDisk been supplying their NAND? Maybe this is how they got cozy. This would mean no more SSS share gain. Just moving NAND from right pocket to left. With 10nm Logic, there a crying need to move everything as close to the APU as possible. HDD's don't stand a chance. Discrete SSS not far behind. Samsung and TSMC are about to use EUV (a couple critical layers) in production according to industry scuttlebutt

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