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Storage Unpacked

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Home » #34 – NAND Shortage? What NAND Shortage! with Jim Handy

#34 – NAND Shortage? What NAND Shortage! with Jim Handy

19 January 2018 by Chris Evans

In this week’s podcast, the team chat again with Jim Handy from Objective Analysis.  Jim is an analyst covering the semiconductor industry and provides some great insight into where pricing is headed in the NAND flash market.  The conversation covers some of the technical challenges the industry faces, as well as the impact from China entering the market.  Finally, the guys discuss the impact on Enterprise storage pricing.

There are some interesting observations in this conversation, such as the capability for NAND to be used in multiple densities and how the ability for the Enterprise market to follow the consumer market is driven by increasingly more sophisticated controllers.  Enjoy!

You can find out more about Jim’s company at http://objective-analysis.com/ and follow him on his two blogs at http://thessdguy.com/ and http://thememoryguy.com/.

Elapsed Time: 00:29:26

Timeline

  • 00:00:00 – Intro.
  • 00:01:45 – Why has there been delays in getting 3D-NAND to market?
  • 00:03:00 – MLC, QLC, TLC, XTC, do the users care?
  • 00:04:54 – Stupid question time, can NAND morph into any type of media?
  • 00:06:30 – Consumer leads the enterprise towards cheaper NAND products.
  • 00:07:30 – Who gets their NAND first?
  • 00:09:20 – Let’s talk about China and $140 billion!
  • 00:15:50 – Where can we expect the price of NAND and DRAM to go in the long term?
  • 00:19:00 – How far off are we from the next price collapse?
  • 00:21:30 – How will price drops affect the Enterprise market?
  • 00:28:30 – Wrap Up!

Copyright (c) 2016-2018 Storage Unpacked.  No reproduction or re-use without permission.

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Filed Under: Guest Speakers Tagged With: flash, Jim Handy, NAND, SSD

Reader Interactions

Trackbacks

  1. Making The Case for SATA SSDs - Architecting IT says:
    24 January 2018 at 9:48 am

    […] series with the release of the 5200 series using 64-layer 3D-NAND technology.  As discussed on our most recent Storage Unpacked episode with Jim Handy, 3D technology is starting to get into its stride.  So, […]

  2. Where Do SATA SSDs Fit In An NVMe Market? - Gestalt IT says:
    26 January 2018 at 3:48 pm

    […] with the release of the 5200 series using 64-layer 3D-NAND technology.  As discussed on our most recent Storage Unpacked episode with Jim Handy, 3D technology is starting to get into its stride.  So, […]

  3. What is the Technology Behind Samsung Z-NAND? - Architecting IT says:
    31 January 2018 at 5:27 pm

    […] could be the use of some SLC combined with MLC on the same die.  As Jim pointed out in a recent Storage Unpacked podcast, NAND vendors can mix the use of single-cell and multi-cell on the same chip.  Research exists in […]

  4. The Biggest Storage Trends of 2019 - Architecting IT says:
    16 August 2019 at 2:11 pm

    […] #34 – NAND Shortage?  What NAND Shortage! with Jim Handy […]

  5. What is the Technology Behind Samsung Z-NAND? - Architecting IT says:
    3 September 2019 at 1:25 pm

    […] be the use of some SLC combined with MLC on the same die.  As Jim pointed out in a recent Storage Unpacked podcast, NAND vendors can mix the use of single-cell and multi-cell on the same chip.  Research exists […]

  6. Making The Case for SATA SSDs - Architecting IT says:
    10 December 2019 at 8:30 am

    […] with the release of the 5200 series using 64-layer 3D-NAND technology.  As discussed on our most recent Storage Unpacked episode with Jim Handy, 3D technology is starting to get into its stride.  […]

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