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


To: Sam who wrote (83772)8/5/2019 12:15:22 AM
From: Elroy  Respond to of 95574
 
The nand price is so low now I would expect the SSD replacement to accelerate. Simo’s Client SSD sales are going really well in 2019, but the general tech slowdown and trade war makes it hard to get good comparative year on year growth info. The nand makers still have loads of inventory, and I think they dump it into client SSDs.