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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 215.03-2.5%Nov 26 3:59 PM EST
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From: JCnieuwenj12/13/2017 5:05:52 AM
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Western Digital, Toshiba And Bain Capital Settle Disputes Over Sale Of Toshiba Memoryby Billy Tallis on December 12, 2017 6:47 PM EST

anandtech.com

A sound summary of the settlement and the updated outlook

Updated OutlookWestern Digital also provided an update on their outlook for the current second quarter of fiscal year 2018, and for 2018 overall. They expect to finish calendar year 2017 with over 65% of their NAND flash bit output having transitioned to 3D NAND, and over 90% of their 3D NAND output is on their current 64L BiCS3 process. Their 96L BiCS4 process will debut in a retail product due to ship this week (!), but no further details on that are available at this time. Longer term, Western Digital expects to continue reducing NAND costs at a faster pace than the 2D to 3D transition has allowed for, but evolving 3D NAND is expected to be slower than the progression of process shrinks was for 2D NAND. Modest price declines for NAND are expected as the industry-wide shortage relaxes, though one factor delaying this is the fact that some competitors have chosen to migrate some 2D NAND fabs to DRAM manufacturing instead of 3D NAND, in order to address the shortage of DRAM that also exists.

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