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by xenadu02
1588 days ago
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Everything that uses NAND flash, which ranges from computers to phones to TVs. WD and Kioxia supply chips to the commodity market, not just for their own branded products. For example 40% of "Brand X" SSD drives might have WD chips, 40% Toshiba chips, and 20% Samsung chips so the manufacturer can get a better price and/or diversify supply. If WD can only supply 25% next quarter orders to Toshiba and Samsung will increase. That will naturally push prices up to some degree. |
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