Smart Devices Continue to See Strong Demand Across Markets
Earnings reports are really not just the stuff of economists or investors, they give us important data points to gauge what is happening in companies and how their market strategies are faring, and particularly how much demand different classes of devices are seeing. These results, in turn, give us real information to determine the opportunities and challenges along the global supply chain, and in particular, individual industries such as the semiconductor and electronics industry. For our industry, the first quarter of 2015 (1Q15) has been a continuation of the 2014 market, strength in demand and revenue for smart devices, and new opportunities still gaining momentum by region and by device category.
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When It Comes, 3D NAND Will Be Here to Stay
Just a little over a month ago, Micron and Intel announced a partnership to manufacture a line of 3D NAND based solid state drives (SSDs). While this is a possible end result of lowering overall SSD pricing on high-capacity (1TB-4TB) consumer drives, Micron is also poised to offer very price-competitive 3D triple-level cell (TLC) NAND in hopes of gaining a large share of the NAND market.
Read more: When It Comes, 3D NAND Will Be Here to Stay