Western Digital Corporation is a global provider of solutions for the collection, storage, management, protection and use of digital content, including audio and video.
Consolidation in #NAND sector: Intel $INTC is selling it's NAND business to SK Hynix Inc. #positive for $MU and $WDC in the US market and Samsung, Kioxia (former Toshiba) and SK Hynix abroad
Max Carey 03:30 PM 10/08/2020
$MU$WDC$INTC #NAND and #DRAM price trends are negative until at least 2021 Q2, especially for #NAND#bearish
Max Carey 07:32 PM 08/27/2020
$MU$WDC$INTC took a bit of market share in NAND market from Samsung in Q2 2020. Demand from Chromeeboks, next iPhone series and new consoles will increase, but high inventories at Server OEMs and PC OEMs will lead to overall oversupply on NAND market in Q3 2020 #bearishwww.dramexchange.com/Week...709.html
Max Carey 10:03 AM 07/30/2020
#NAND price forecasts are getting worse. Q3 price decline could reach 10%. $MU$WDC$INTC#negative
Max Carey 07:58 PM 06/29/2020
Change of the trend in #NAND market! Urgent orders driven by COVID-19 are decelerating and #NAND market is gowing from tight supply to balanced supply and demand. Prices are expected to fall in Q3 and Q4 #negative for $MU$WDC$INTC
Max Carey 07:50 PM 05/25/2020
$MU$WDC$INTC#NAND Q1 2020 bit demand stable QoQ, ASP increased so revenue is up to 8.3% mostly due to growth in demand from data centers - well ahead of flat expectations on February 21.
Western Digital Corporation is a global provider of solutions for the collection, storage, management, protection and use of digital content, including audio and video. The Company's products include hard drives, solid-state drives, and home entertainment and networking products.