Originally Posted by brokencycle
My money is on Samsung for NAND. They're doing exactly what they did in the DRAM days, and their competitors are going to lose because they're following the same losing strategy.
Actually, Samsung has the family feud problem. SNDK is going thorough a pending merger which is a huge distraction for execution.
MU is much less distracted, still consolidating its JV.
Originally Posted by ramuman
Micron makes a commodity product. They've had a good collaboration with INTC. I would just worry that they play in a space that Samsung or Sandisk or yada yada could dominate with one innovation. The entire semiconductor industry is the same way in my view.
By that definition, Intel makes commodity products as well. So does Qualcomm and Mediatek. CSCO routers are commodities as well. Or CRM saas. Hell even AWS and Azure are commodity products.
Switching cost from Samsung NAND to MU NAND is quite high for high end storage boxes or integrated boards, specifically regarding the timing and predictive algorithm used in controllers.
The technology direction for Samsung NAND is drastically different than SNDK and MU NAND.