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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?

To: SiliconAlley who wrote (3728)	5/14/2018 11:15:49 AM
From: storage_savant	Read Replies (1) \| Respond to of 4828

You are correct about MCP meaning, thanks for the correction. And upon re-read this is part of the explanation for lower seasonal margins from the last quarter. However, the report is still predicting an increase in "content per smartphone at ~25-30% growth". I have no idea how much of that is driven by die capacity increases and how much is driven by increased number of dies per smartphone. The bigger positive seems to be that enterprise demand for both SSD and HDD is increasing faster than whatever shrinkage may be occuring on the smartphone side of things.