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

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

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10:21 AM EST

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To: Art Bechhoefer who wrote (4491)	10/30/2020 2:15:32 PM
From: SiliconAlley	Read Replies (1) of 4824

The new fab tells us that (1) future demand is growing steadily, and (2) WDC and Kioxia still lead in the technology, and maybe in gross margins as well. I don't think that anyone doubts that demand is growing, but what is important to profitability is the demand/supply balance. A new fab says nothing about leadership in technology - many suppliers are increasing production, and they cannot all be the leader in technology and in gross margins.

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