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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (83765)	8/4/2019 10:55:45 PM
From: Elroy	Read Replies (1) \| Respond to of 95546

From SIMO’s recent conference cal... Q I wanted to get a sense of what your view is now of the attach rates, the overall attach rates of client SSDs in the PC market? Any sense in terms of what the percentage of that is now? A Regarding the [attach rates], I think around about 55% to 60% of all PCs, including desktops, adopted SSD today. So they are still around 50%, 40% of historic device is opportunity for SSD to replace HDD in the next few years. —+++ They also say elsewhere that there are about 200 million disk drives in game consoles and other electronics that have even begun to convert to SSD, and they way nand prices are falling they expect them all to eventually convert to SSD.