Farashin SSD na iya faɗuwa gaba kamar yadda Kioxia da Western Digital gefen ke kusa da haɗuwa

Ya kasance doguwar tafiya mai nisa, amma da alama Kioxia na Japan na iya haɗawa a ƙarshe tare da Western Digital na tushen Amurka a cikin ɗayan mafi girma na M&A a cikin 'yan shekarun nan. A cewar majiyoyin da ke kusa da lamarin. Jafananci ya rubuta a ranar 2 ga Yuni, cewa bangarorin biyu suna cikin "cikakkiyar tattaunawa game da hade ayyukansu" tare da samar da hadin gwiwar hadin gwiwa wanda zai ga Kioxia a matsayin mai rinjaye.

Kamfanonin biyu sun yi ta binciken irin wannan motsi don fiye da shekaru biyu kamar yadda ya bayyana a fili cewa hada karfi da karfe zai taimaka wajen daidaita ayyuka da kuma kara karfin bincike da ci gaban hadin gwiwa. Western Digital da Kioxia sun riga sun yi aiki da shuke-shuke biyu tare a Japan kuma suna haɗa juna da kyau idan aka zo ga haɗar samfuran su.

Wani sanarwar haɗin gwiwa na kwanan nan wanda ke ba da sanarwar sabuwar ƙwaƙwalwar filasha ta 3D ta yi magana game da ƙarfin kamfanonin haɗin gwiwar, yana mai cewa "yana nuna fa'idodin ƙarfinmu. cinikayya tare da Kioxia da mu a hade jagoranci na kirkire-kirkire” (muna jan hankali). Idan hakan ya kasance a bayyane a wancan lokacin, zai iya sa wasu su yi tambaya kan dalilin da ya sa ba a samu haɗewar ba da wuri. Akwai dalilai da yawa, tare da ɗayan kasancewar kasuwar NAND a halin yanzu tana cikin mummunan yanayi. Tabbas, kamfanin manazarcin kasuwa, Trendforce, ya lura cewa Q1 2023 ya ga raguwar 16% a cikin kudaden shiga na NAND na duniya tare da Western Digital kasancewar ɗayan samfuran mafi munin tasiri (-21%) idan aka kwatanta da ƙaramin ƙaramin 6% na Kioxia.

Ra'ayi: Me ya sa yake da mahimmanci?

Kamfanonin biyu sune majagaba a cikin nasu tsaye. Kioxia ya ƙirƙira ƙwaƙwalwar filashin NAND na farko a duniya a cikin 1987, yayin da Western Digital ya kasance sunan gida sama da shekaru talatin. Yana daya daga cikin ukun da suka rage rumbun kwamfutarka masana'antun a duniya; Toshiba Storage yana ɗaya daga cikin waɗannan masana'antun kuma wasu za su ga abin mamaki na Kioxia, tsohon kamfanin Toshiba, yana fuskantar wani ɗan'uwa.

Haɗin kai na biyu daga cikin manyan kamfanoni na ajiya a duniya zai haifar da ƙaƙƙarfan mai iya yin gasa tare da Samsung, gorilla-laba 800, tare da yatsu a cikin komai: SSD, microSD, NAS da dai sauransu (amma ba RAM, duk da haka). A wasu kasuwanni, irin wannan ƙarfafawa zai iya tafiya ko dai ta hanya, amma a cikin fasaha, yana iya tafiya kawai daya hanya. Ta wannan hanyar za a ga haɓaka ƙirƙira, wanda yakamata ya haifar da ingantaccen aiki da rage farashi. Ga masu amfani na ƙarshe (kuma wannan ya haɗa da komai daga masu siye har zuwa hyperscalers kamar Facebook ko Google), wannan zai, a ƙarshe, yana nufin ƙaramin farashin kowane Terabyte.

Za a cimma wannan ta hanyar motsawa da sauri daga QLC zuwa PLC (kwayoyin matakin penta) da ƙara ƙarin yadudduka akan kwakwalwan NAND. R&D na iya zama mai samar da sayan, tare da sanarwar kwanan nan ta Alper Ilkbahar, Babban Mataimakin Shugaban Fasaha & Dabarun a Western Digital, yana jadada wannan a matsayin zaɓi.

Da yake magana a yayin ƙaddamar da ƙwaƙwalwar filasha ta 3D da aka ambata a baya, ya ce: “Ta hanyar yin aiki tare da taswirar R&D guda ɗaya da ci gaba da saka hannun jari a R&D, mun sami damar samar da wannan mahimman fasahar gaba da jadawalin da kuma isar da babban aiki, ingantacciyar mafita. .”

Western Digital ita ce mafi ƙarfi a cikin kasuwar mabukaci tare da alamu irin su Sandisk, yayin da Kioxia ya yi fice a cikin kasuwanci/kasuwanci/na kera (yana da layin samfurin mai amfani amma yana mai da hankali kan kasuwar Japan). Kuma ita ce kasuwar B2B mafi juriya wacce ƙila ta kare Kioxia daga mummunan sakamako na kuɗi.

Menene wasu suka ce game da yuwuwar haɗawa?

Asalin labarin ya faru fiye da shekaru biyu da suka gabata, yayin barkewar cutar ta COVID. A ranar 31 ga Maris, 2021 WSJ ya ruwaito cewa duka Micron da Western Digital suna neman siyan Kioxia a cikin yarjejeniyar da ta kai dala biliyan 30. A lokacin, Kioxia yana la'akari da IPO a cikin abin da ke bunƙasa kasuwa. A watan Agusta na wannan shekarar, wannan littafin ya faɗi haka Western Digital da Kioxia sun kasance a cikin "tattaunawar ci gaba" a cikin yarjejeniyar dala biliyan 20 da aka yi. Sannan, a cikin Oktoba 2021, WSJ ta ba da rahoton hakan tattaunawar ya tsaya cak saboda farashin hannun jari na Western Digital ya fadi - a lokacin - sama da kashi 25% kuma hakan Kioxia ya fi son IPO ta wata hanya (sun kasance tun Afrilu 2021).

A cikin 2022, Kioxia ya yi ƙoƙarin gudanar da wannan IPO tare da kimanta sama da dala biliyan 20 kuma ya soke shi a cikin Oktoba wannan shekarar (shekaru biyu bayan ta adana IPO biyu a Amurka da Japan). A cikin Janairu 2023, Bloomberg ya ruwaito cewa an koma tattaunawa tsakanin kamfanonin biyu. Koyaya, masu lura da masana'antu, irin su Chris Mellor daga Blocksandfiles.com sun yi saurin nuna cewa ba zai zama tafiya mai sauƙi ba. "Za a sami maki zafi,” ya rubuta.

Reuters ya karya labarin farko wanda ya fara sabon babi a cikin tatsuniyar haɗin gwiwa tsakanin Kioxia da Western Digital, yana ƙara wasu ƙarin cikakkun bayanai zuwa matsayin mallakar da aka tsara (43% Kioxia, 37% Western Digital da 10% masu hannun jarin da ake da su).

Ku zurfafa

Idan kuna son faɗaɗa ilimin ku game da SSD da NAND, mun rufe ku: fara da menene SSD, menene wani M2 SSD, nau'ikan NAND daban-daban (TLC, QLC da sauransu) kuma duk abin da kuke buƙatar sani kafin ku sayi SSD don kasuwancinku. Duba mu mafi šaukuwa SSD jagorar siyayya kuma da bincika mafi girma kuma mafi girma SSD da rumbun kwamfyuta daga can kafin ku shiga cikin bincike na SSD vs HDD.

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Rubutu na gaba

Farashin SSD na iya faɗuwa gaba kamar yadda Kioxia da Western Digital gefen ke kusa da haɗuwa

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