DRAM

WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash

Western Digital Corporation, also known as WDC, held its investor meeting yesterday.  We highlight four important disclosures: (a) it expects HDD to survive, despite flash’s advantages, (b) WDC’s plans to use RISC and launch a new memory interface, (c) an update on current business trends, and (d) the company’s plans… Read More »WDC Analyst Meeting Update; reiterating the 10x cost differential between HDD and Flash

Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G

Eric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018 ​The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world.  Huawei expects 86% of enterprises to have experimented with AI by… Read More »Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G