Things are getting interesting right now in the storage world. There could be a huge paradigm shift soon.
I couldn't possibly agree more. NAND is changing the game, so what Seagate does about its lack of a fab is going to be interesting.
I think the biggest sleeper is China, though. They are making a huge push into semiconductors across all segments, including CPU and DRAM, and it is partially funded by the government. It is also part of a larger plan that is totally outlined by the government, so we might see some really anti-competitive activity very soon.
Where are all the consumer NVME SSD? Where is Phison E7? Who cares about enterprisy storage m.2 SSD, can't buy them?
Yeah, it seems that a 2TB M.2 for us regular guys is a bit off in the future, but it is important that Seagate was able to do it, and with regular 2D NAND, no less, because it shows that it is coming. Bleeding-edge tech *usually* starts in the enterprise then works its way down to us.
As to the E7, well. No idea when that will come to market, but I expect details to emerge at the flash memory summit in a few weeks.