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NAND that's that... Flash chip industry worth twice disk drive biz

Charles 9

No one's arguing SSD will eventually supplant rust. The question is when. Like you said, new flash foundries are going up, but they're not online yet. Plus although there's essentially only one set of rust suppliers, it's well-experienced, mature, and established, meaning the incumbency and economies of scale factors are in play. And as any politician knows, it's very difficult to unseat an incumbent, especially a popular one.

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