[Boards: 3 / a / aco / adv / an / asp / b / bant / biz / c / can / cgl / ck / cm / co / cock / d / diy / e / fa / fap / fit / fitlit / g / gd / gif / h / hc / his / hm / hr / i / ic / int / jp / k / lgbt / lit / m / mlp / mlpol / mo / mtv / mu / n / news / o / out / outsoc / p / po / pol / qa / qst / r / r9k / s / s4s / sci / soc / sp / spa / t / tg / toy / trash / trv / tv / u / v / vg / vint / vip / vp / vr / w / wg / wsg / wsr / x / y ] [Search | | Home]

NAND shortage worldwide

This is a blue board which means that it's for everybody (Safe For Work content only). If you see any adult content, please report it.

Thread replies: 12
Thread images: 4

File: img_0303.jpg (48KB, 700x450px) Image search: [iqdb] [SauceNao] [Google]
img_0303.jpg
48KB, 700x450px
http://www.guru3d.com/news-story/samsung-850-pro-4-tb-delayed-due-to-nand-shortage.html

What stocks do we buy to profit off this?
>>
>>1749307
Micron
Western digital
Seagate
>>
>>1749310
>Western digital
>Seagate

jackie chan do you even plz.CR2
>>
Wait so we are suppose to buy and not short?
>>
>>1749317
Short companies that rely on nand gates, buy companies that produce them.
>>
File: dxi_2017-01-20.png (54KB, 543x413px) Image search: [iqdb] [SauceNao] [Google]
dxi_2017-01-20.png
54KB, 543x413px
>>1749307
MU all the way. NAND shortage is supposed to turn around by the end of the year but DRAM ASPs are screaming upwards. MU also has the added benefit of a possible paradigm shift in memory products with 3DXP.
>>
>>1749448
>>
>>1749448
>>1749449

source for second graph: http://seekingalpha.com/instablog/9577541-electric-phred/4951812-dram-spot-update-inaugural-day

MU has an analysts day first week of February, at which I expect a sizable positive increase in guidance for the current quarter. DRAM spot prices are up over 20% since first week of their current quarter.
>>
>>1749451
last one
>>
>>1749307
Buy mu and wdc
>>
>>1749458
I lied - one more important point: China's Tsinghua is rumored to be building $30bn in NAND fabs. I don't expect significant output for at least two years but, as stated prior, the NAND shortage will not last very long (well, unless the extra capacity finally prompts a full HDD replacement, at which point supplies will be limited again).
>>
>>1749465
China is expected to actually start production by end of 2018 which means in the mean time, shortage. The shortage will actually end before china is a big player because by this time next year every major player with have large capacity 3D NAND is full production and the production will outstrip demand but there will still need time the beat down all the pent up demand.

Expect HDD prices to stay stable as well with Seagate lowering production and WDC spending more on growing their new SSD business.

Toshiba will also likely sell a large part of their NAND production shares to WDC this year so WDC is poised to make a killing in the next 2 years from NAND shortage
Thread posts: 12
Thread images: 4


[Boards: 3 / a / aco / adv / an / asp / b / bant / biz / c / can / cgl / ck / cm / co / cock / d / diy / e / fa / fap / fit / fitlit / g / gd / gif / h / hc / his / hm / hr / i / ic / int / jp / k / lgbt / lit / m / mlp / mlpol / mo / mtv / mu / n / news / o / out / outsoc / p / po / pol / qa / qst / r / r9k / s / s4s / sci / soc / sp / spa / t / tg / toy / trash / trv / tv / u / v / vg / vint / vip / vp / vr / w / wg / wsg / wsr / x / y] [Search | Top | Home]
Please support this website by donating Bitcoins to 16mKtbZiwW52BLkibtCr8jUg2KVUMTxVQ5
If a post contains copyrighted or illegal content, please click on that post's [Report] button and fill out a post removal request
All trademarks and copyrights on this page are owned by their respective parties. Images uploaded are the responsibility of the Poster. Comments are owned by the Poster.
This is a 4chan archive - all of the content originated from that site. This means that 4Archive shows an archive of their content. If you need information for a Poster - contact them.