Nws tau ntev, ncua kev taug kev tab sis zoo li Nyiv Kioxia thaum kawg tuaj yeem koom ua ke nrog Asmeskas-based Western Digital hauv ib qho ntawm M & A kev lag luam loj tshaj plaws hauv xyoo tas los no. Hais txog qhov chaw ze ntawm qhov teeb meem, Japantimes
Ib tsab xov xwm sib koom ua ke tsis ntev los no tshaj tawm qhov tseeb 3D flash nco tau tham txog lub zog ntawm cov tuam txhab koom ua ke, hais tias nws "ua kom pom cov txiaj ntsig ntawm peb lub zog. kev sib koom tes nrog Kioxia thiab peb tag nrho kev coj noj coj ua tshiab” (peb qhov tseem ceeb). Yog tias qhov ntawd tau pom tseeb rov qab los, nws yuav ua rau qee tus nug tias vim li cas qhov kev sib koom ua ke tsis tau tshwm sim ua ntej lub sijhawm. Muaj ntau qhov laj thawj, nrog rau ib qho yog tias NAND kev lag luam tam sim no nyob rau hauv qhov tsis zoo. Tseeb, lub tuam txhab kws tshuaj ntsuam xyuas kev lag luam, Trendforce, sau tseg tias Q1 2023 tau pom qhov poob ntawm 16% hauv ntiaj teb NAND cov nyiaj tau los nrog Western Digital yog ib qho kev cuam tshuam loj tshaj plaws (-21%) piv rau 6% poob qis rau Kioxia.
Lus Nug: Vim li cas thiaj muaj teeb meem?
Ob lub tuam txhab yog cov pioneers hauv lawv tus kheej ntsug. Kioxia tau tsim lub ntiaj teb thawj NAND flash nco rov qab rau xyoo 1987, thaum Western Digital tau ua lub npe tsev neeg rau ntau tshaj peb xyoo lawm. Nws yog ib qho ntawm peb seem hard drive manufacturers nyob rau hauv lub ntiaj teb no; Toshiba Storage yog ib qho ntawm cov tuam txhab tsim khoom no thiab qee tus yuav pom qhov tsis txaus ntseeg ntawm Kioxia, lub tuam txhab Toshiba yav dhau los, ntsib cov kwv tij.
Kev sib koom ua ke ntawm ob lub tuam txhab khaws cia loj tshaj plaws hauv ntiaj teb yuav tsim kom muaj peev xwm loj heev ntawm kev sib tw nrog Samsung, 800-phaus gorilla, nrog ntiv tes hauv txhua yam ntaub ntawv: SSD , microSD , NAS thiab ntau ntxiv (tab sis tsis yog RAM , tseem). Hauv lwm lub khw, xws li kev sib koom ua ke tuaj yeem mus rau ob qho tib si, tab sis hauv tech, nws tsuas tuaj yeem mus ib tug txoj kev. Txoj kev ntawd yuav pom kev txhawb nqa kev tsim kho tshiab, uas yuav tsum ua rau kev ua tau zoo dua qub thiab txo cov nqi. Rau cov neeg siv kawg (thiab suav nrog txhua yam los ntawm cov neeg siv khoom mus rau hyperscalers zoo li Facebook lossis Google), uas yuav, thaum kawg, txhais tau tias tus nqi qis dua ib Terabyte.
Qhov no yuav ua tiav los ntawm kev txav nrawm dua los ntawm QLC mus rau PLC (penta-theem cell) thiab ntxiv cov khaubncaws sab nraud povtseg ntawm NAND chips. R&D tej zaum yuav zoo yog tus txhawb nqa ntawm qhov tau txais, nrog cov lus tsis ntev los no los ntawm Alper Ilkbahar, Tus Lwm Thawj Coj ntawm Technology & Strategy ntawm Western Digital, hais txog qhov no yog qhov kev xaiv.
Hais lus ntawm kev tshaj tawm 3D flash nco, nws tau hais tias: "Los ntawm kev ua haujlwm nrog ib qho kev qhia R&D thiab txuas ntxiv kev nqis peev hauv R&D, peb muaj peev xwm tsim cov thev naus laus zis no ua ntej lub sijhawm thiab xa cov kev daws teeb meem zoo, peev nyiaj txiag. ”
Western Digital yog qhov muaj zog tshaj plaws hauv cov neeg siv khoom lag luam nrog cov khoom lag luam xws li Sandisk, thaum Kioxia ua tau zoo hauv kev lag luam / kev lag luam / tsheb ib qho (nws muaj cov neeg siv khoom kawg tab sis tau tsom mus rau kev lag luam Nyij Pooj). Thiab nws yog kev lag luam B2B uas muaj zog dua uas yuav tau tiv thaiv Kioxia los ntawm qhov txiaj ntsig nyiaj txiag phem tshaj plaws.
Lwm tus tau hais li cas txog kev sib koom ua ke?
Lub hauv paus ntsiab lus ntawm zaj dab neeg tau tshwm sim ntau dua ob xyoos dhau los, thaum lub sijhawm COVID kis thoob qhov txhia chaw. Lub Peb Hlis 31, 2021, lub WSJ Western Digital thiab Kioxia cov lus Kioxia nyiam qhov IPO lawm lawv muaj txij li lub Plaub Hlis 2021
Xyoo 2022, Kioxia tau sim khiav IPO ntawd nrog tus nqi qis dua $ 20 nphom thiab muab tso tseg hauv Lub kaum hli ntuj ob xyoos tom qab nws tso tawm ob lub IPO hauv Asmeskas thiab Nyij Pooj Bloomberg Yuav muaj cov ntsiab lus mob,
Reuters
Nkag mus tob dua
Yog tias koj xav nthuav koj txoj kev paub txog SSD thiab NAND, peb tau txais koj them: pib nrog dab tsi yog ib qho SSD , yog dab tsi M2 SSD , ntau hom NAND (TLC, QLC thiab lwm yam) thiab txhua yam koj yuav tsum paub ua ntej koj yuav SSD rau koj lub lag luam Cov. Mus saib peb zoo tshaj plaws portable SSD kev yuav khoom ib yam nkaus thiab tshawb nrhiav loj thiab loj tshaj SSD thiab hard drives tawm muaj ua ntej plunging rau hauv kev tsom xam ntawm SSD vs HDD .
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