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


To: dr_elis who wrote (84499)1/24/2020 7:47:51 AM
From: Elroy  Read Replies (1) | Respond to of 95480
 
I read the call, and there was very little discussion of NAND, but they did say that bit costs declined, but prices declined faster.

Interesting, since NAND prices seem to have rocketed higher in December 2019 if the China Flash website is accurate.



To: dr_elis who wrote (84499)1/24/2020 12:52:21 PM
From: FJB  Read Replies (1) | Respond to of 95480
 
Storage is going up now, bigly. Watching from a consumer level, SSD pricing is heading up...