Ohio will not ramp
Please google Intel Ft worth to find the future of the Intel Fab in Ohio.... check out the abandoned building lawsuit. No one wants more capacity from Intel.
10 publicly visible posts • joined 18 Jun 2013
Obviously they colluded (sorry Donald). they are currently planning fake fab power outages at this moment
but it is not illegal to not add capacity.
Focus on the forced package deals buying NAND in order to get DRAM shipments. Thats collusion! SAD ... VERY SAD. Donald trump Jr was seen in Boise negotiating deals between Korea and Micron.
3D Xpoint is 5x slower than DRAM and 100x slower than SRAM... with 100x less endurance. Right now it appears to be ideal for a "superfast SSD niche" ... which means it wont be cost effective as mentioned above.
once it is in 5% of the laptops or 5% of servers we can talk more... that will be a few years at least according to Intel
QLC will provide a 25% lower price best case when it is released into mass production which will be Sept 2018 best case.
So today the cost of SSDs are 7-8x the cost per GB of HDDs. HDD prices dropped in the last year and SSD prices went up. So QLC will help make it so that SSDs are only 5x more expensive than HDDs
Someday SSDs will be half of all the GBs sold for storage. Today is not that day (HDD out-ships SSD GBs >7:1. 2020 is not that day either. 2025 seems good. HDD will be here for a while.
I hear people talk about how SSD vendors must be NAND supplier to be successful
In the HDD business, my understanding is that it USED to be that the media (disk), heads, controller, and PCB suppliers were part of HDD OEM... but now WD/HGST, Seagate buy those from suppliers or subcons. HDD OEMs are now assembly, test, and marketing houses. they also design the HDDs but purchase materials and subcontract components
is this true?