Did Toshiba engineers spin off and start OCZ? Got caught screwing everyone and then brought back into the fold?
By the way, how come the advertised read speeds on toshiba flash are always double the actual tested speeds regardless of whether they are branded PNY, Mushkin or whatever?
I'm going to have to ask you to post a warning or some kind of disclaimer ahead of a post like that so I can put down my drink before reading to ensure my keyboard continues working.
They are prepping/grooming for a take over. Monopolies are consolidating, mergers, takeovers. That's "free market" for you. The end game has been predicted for a long time.
NAND is, and will be enjoying a fruitful 2017 as prices continue to rise, and increase of profits, but things will looks grim in 2018 once the Chinese Step in, pouring billions of billions into Fabs for NAND, likely causing an oversupply by 2019 or 2020, and reshuffle will happen after that.
If ASML's recent comments at their earning conference are to go by, Chinese memory fab construction is much slower than people have been passing around. ASML doesn't see the big numbers people have been mentioning, saying that the volume is nothing beyond "good business". They implied that plans and discussions are disconnected from actually following through on those plans, and many Chinese fabs are showing no indication of actually taking deliveries in the foreseeable future.
We're talking about the Chinese here. They talk big and then order just enough to get units they need for reverse engineering your technology. Although I imagine the advanced technology from ASML is difficult to replicate.
They are the true geniuses of economic warfare: First they acquire manufacturing capability, then kill off the foreign competition through state-backed price dumping, and finally come back around to buy out entire foreign companies who are more than willing to sell themselves out thanks to greedy execs and corrupt/inept governments. This system can't work any better.
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dgingeri - Thursday, January 19, 2017 - link
I guess they've had enough of having an actual decent and reliable product on their books.Michael Bay - Thursday, January 19, 2017 - link
They`ve been caught cooking books massively twice in a row. They need dat paper yesterday.Bullwinkle J Moose - Thursday, January 19, 2017 - link
Did Toshiba engineers spin off and start OCZ?Got caught screwing everyone and then brought back into the fold?
By the way, how come the advertised read speeds on toshiba flash are always double the actual tested speeds regardless of whether they are branded PNY, Mushkin or whatever?
What a bunch of SKUMBAGS!!!!!!!!!!
Spork toshiba!
BrokenCrayons - Thursday, January 19, 2017 - link
I'm going to have to ask you to post a warning or some kind of disclaimer ahead of a post like that so I can put down my drink before reading to ensure my keyboard continues working.ddriver - Thursday, January 19, 2017 - link
They are prepping/grooming for a take over. Monopolies are consolidating, mergers, takeovers. That's "free market" for you. The end game has been predicted for a long time.vladx - Thursday, January 19, 2017 - link
Western Digital already owns enough NAND fabs now, Seagate is the one who is in dire need and the more likely buyer.iwod - Thursday, January 19, 2017 - link
NAND is, and will be enjoying a fruitful 2017 as prices continue to rise, and increase of profits, but things will looks grim in 2018 once the Chinese Step in, pouring billions of billions into Fabs for NAND, likely causing an oversupply by 2019 or 2020, and reshuffle will happen after that.Yojimbo - Friday, January 20, 2017 - link
If ASML's recent comments at their earning conference are to go by, Chinese memory fab construction is much slower than people have been passing around. ASML doesn't see the big numbers people have been mentioning, saying that the volume is nothing beyond "good business". They implied that plans and discussions are disconnected from actually following through on those plans, and many Chinese fabs are showing no indication of actually taking deliveries in the foreseeable future.flgt - Friday, January 20, 2017 - link
We're talking about the Chinese here. They talk big and then order just enough to get units they need for reverse engineering your technology. Although I imagine the advanced technology from ASML is difficult to replicate.StrangerGuy - Friday, January 20, 2017 - link
They are the true geniuses of economic warfare: First they acquire manufacturing capability, then kill off the foreign competition through state-backed price dumping, and finally come back around to buy out entire foreign companies who are more than willing to sell themselves out thanks to greedy execs and corrupt/inept governments. This system can't work any better.hyno111 - Saturday, January 21, 2017 - link
Or it's because they can not actually buy advanced technology due to export control.