by John Chen | Apr 26, 2017 | TRENDFOCUS Blog
Intel made several Optane product announcements over the past couple of weeks, including high-end NVMe-based add-in-cards targeting enterprise servers. Optane is the commercial product name for 3D XPoint (pronounced “cross point”), next generation non-volatile storage...
by Jason Lervold | Mar 29, 2017 | TRENDFOCUS Blog
It has definitely been a wild ride over the past four quarters when it comes to SSD pricing…. And, unfortunately for system OEMs and hyperscale companies, this trend of increasing prices doesn’t look like there will be any relief until later this year, and likely in...
by John Chen | Mar 23, 2017 | TRENDFOCUS Blog
Regardless of any slowing of market growth or anticipation whether or not 2017’s new releases by Samsung and Apple will cause a sharp spike in demand, on Tuesday, March 21, Apple quietly announced minor changes to its existing iPhone line up that point to even greater...
by John Chen | Jan 18, 2017 | TRENDFOCUS Blog
While rumors published this week in Japan’s Nikkei news suggested that Toshiba was considering selling a stake of its semiconductor business to WDC, an official company note confirmed a day later that the Japanese conglomerate was considering splitting its memory...
by Mark Geenen | Jan 12, 2017 | TRENDFOCUS Blog
CQ4 is history, and preliminary results have starting rolling in. All the data suggests that PC sales were better than expected, and unit shipments were up sequentially in CQ4. This fueled ODM builds and HDD shipments, as both segments posted flat to higher results,...
by Mark Geenen | Dec 22, 2016 | TRENDFOCUS Blog, Uncategorized
With fewer than 10 days left in the year, the disconnect between HDD TAM and production continues. As stated earlier this month in one of TRENDFOCUS’ Executive Briefs, the CQ4 build plan is tracking measurably higher than the expected HDD TAM. This would be less of an...
