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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST

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To: Donald Wennerstrom who wrote (74330)12/12/2016 4:15:43 PM
From: Sam4 Recommendations

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A good article on Micron and other SSD/NAND vendors. A roundup of news from the past week. From tomshardware.

Week In CPUs & Storage: Micron Riding Tidal Wave, QLC SSDs Crashing Ashore
by Paul Alcorn December 12, 2016 at 3:01 AM

Another busy week in tech led to lots of new things to discuss, including a slew of announcements and a bit of speculation. Micron's Tidal wave of new SSD controllers, possibly with QLC SSDs riding on top, are about to crash down on the market. We'll get back to that topic in a few, but first, the roundup.
[....]

Micron Riding The Tidal Wave - Soon, At Least

Micron's CFO Ernie Maddock made an interesting statement at the recent Credit Suisse 20th annual Technology Conference (via Seeking Alpha);
"Yes, so the Company has invested pretty heavily in controller technology. We acquired title systems a little over a year ago, and we’re very happy with the progress there. And in fact our clients and consumer base SSDs are generally now based on that title platform.[...] For enterprise, we’re still going outside and partnering with others for that controller technology."
The transcript mistakenly lists the company that Micron acquired as "Title Systems," but an astute observer will quickly recognize this as Tidal Systems. We originally broke the news that Micron had acquired Tidal Systems for an undisclosed sum in October 2015.
more at tomshardware.com
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