Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Sun Tzu who wrote (87093)	7/11/2021 1:14:41 PM
From: Elroy	Read Replies (1) of 95530

I think some of those SSDs are consumer grade, others are high end gaming grade, and perhaps the Intel is enterprise grade, but I'm not really sure. The connection technology - PCIe NVME (newer, more expensive) versus SATA-3 (older, cheaper) - is another price factor. There are only 6-7 NAND makers and 2 merchant NAND controller makers. You can't really get "shady engineering" given limited suppliers of components. After the NAND memory and the controller, I don't think any of the components cost more than a few pennies.

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