Even if you put both SK Hynix and Micron together, you probably don't have enough Fab capacity to really start replacing Seagate's disk business. Planetary fab capacity needs to go up. Maybe Seagate is partnering when and where it can to ensure it has enough NAND to not get butchered by WD, Samsung, etc.
SK Hynix and Seagate exploring flash hookup
SK Hynix has revealed it is thinking about creating a joint venture with Seagate focused on flash memory. A filing with the Korean regulatory authorities that was reported in The Korea Herald said: We are looking into various options, including setting up a joint venture with Seagate Technology PLC, to strengthen the mid and …
COMMENTS
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Tuesday 20th December 2016 07:17 GMT Anonymous Coward
Agreed on planetary Fab investments which begs the question of how long will the tail be as replacement technologies come on stream. Without a clue it's pretty difficult to make the call as to whether anyone will make that investment. I believe they will but that's "belief" not information.
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