NAND Shortage Delays Samsung 850 Pro 4TB

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WFang

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Dec 10, 2014
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Any data on mfg capacity expansion plans or schedules? A pronounced and prolonged shortage such as this ought to prompt a growth in capacity. I'm not sure what the delay is between signing construction contracts to an operational facility, but I would guess it is in the 2 to 4 year range for advanced semi conductor manufacturing.. That said, I would be surprised if such expanded plants were not already moving forward prior to the start of the shortage... but does anyone know how much new manufacturing capacity is expected to come online in 2017 and in 2018?
 

anbello262

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A question for the people who have been watching the market trends for some years:
After this shortage ends, do you think we can expect overproduction and lower prices, or it will just go "back to normal" at best?
 
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Would be great if they ramped up production, the market became saturated, and we would get sweet low prices. Remember when RAM was dirt cheap in 2011-2012? Good times.
 

danlw

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If they do it right (from a business standpoint) prices should go back to the way they are, albeit with $/GB being lower. They will make a best guess at projecting where demand will be once the production comes online, and will try very hard not to oversupply the market lest a glut make prices fall so low that they end up taking a loss.
 

teamninja

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lol this is a worldwide shortage competitors will be in the same situation they too will all jack up prices... This happened once before with HDD shortage Prices went wayy up but back then SSD was still extremely expensive $/GB. Prices went back down too normal several Years later... So you can expect SSD prices too go Wayyy up HDD people are producing wayyy less thanks to SSD but now there is a shortage With Seagate and Toshiba in the Hot waters there will be Wayy less HDD so in hort HDD will prices will Also go up The bottleneck of the SSD price won't hinder the pricing as much. The company that will benefit from this the most would technically be WD since Western Digital owns HDD and SSD fabs WD would be swooping up the blank space created by Seagate and Toshiba for HDD. SSD price wise will too benefit WD(owns Sandisk) and Samsung since those two own the majority of the markets intel following close behind... HIGHER demand is expected and shortage you can expect the price too go up While the company has to produce less...
 
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