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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (10897)	2/5/2021 12:42:49 PM
From: Elroy	Read Replies (1) \| Respond to of 26439

Yes, this is also why a lot of the independent SSD companies failed. When NAND was tight, NAND makers supplied their own SSDs and charged the independent makers (their competitors) up the wazoo. This is one reason I would like SIMO to divest Ferri and Shannon. NAND makers want to sell those (they are SSD style systems which incorporate NAND and a controller and some customization). Let the NAND makers make that stuff, and SIMO should just focus on the controllers, which is a design semiconductor business, and not really the NAND maker's bread and butter. Phison likely loses customers, and they go to SIMO and the big cusomers over time stick with SIMO. The small customers are always going to buy the cheapest controllers, but they are the minnows, SIMO likes the whales like Transcend and Kingston.