Re: "This NAND stuff is getting too cheap"
Making things as efficient as possible (in the short term, greater profits) tends to make them less resilient. Eg, it's efficient to have your supply chain clustered in a small area, but that's not resilient to natural disasters.
It's efficient to have just one factory, but it's not resilient.
It's efficient to have your car be lightweight, but it won't be as resilient.