Thread regarding Seagate Technology Inc. layoffs

Samsung set to launch new storage chip that could make 100TB SSDs mainstream — 430-layer NAND

The South Korean electronics giant has announced plans to commence mass production of its newest 290-layer ninth-generation vertical (V9) NAND chips, aimed at AI and cloud devices as well as large-scale enterprise servers.

The Korea Economic Daily says the major chipmakers are now “engaged in a game of chicken in a race to develop advanced chip stacking technology to cut costs and improve performance.” It points out that Samsung has previously announced plans to develop over 1,000-layer NAND chips by 2030.

A 100 TB Nand Drive for $500 a pop will decimate the HDD industry

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| 1901 views | | 16 replies (last May 4, 2024) | Reply
Post ID: @OP+1sheHcrM

16 replies (most recent on top)

Heavy D dancing his way to the kabooza

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Post ID: @5vue+1sheHcrM

The 30TB-ish limit for PMR is real. Sadly only HAMR seems the way forward as now also WD and Tosh had to give in to.

Cost will always as high as possible while keeping the distance to flash. Right now both are able to raise prices so why wouldn’t they?

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Post ID: @4zaz+1sheHcrM

HDD cost per TB could actually be increasing with HAMR. Was cost of quality/warranty factored in? I doubt it. The new HAMR drive is not significantly higher capacity than the largest PMR drive from what I'm seeing. Am I missing something? Help it make sense.

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Post ID: @4awf+1sheHcrM

let us not put our collective heads in sand with the $/TB argument, the same argument used for years as flash encroached on the PC business, and we know how that ended. Yes, HDD has decades of existence ahead, its the relevance to ponder and strategize for

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Post ID: @3hnx+1sheHcrM

HDD still way cheaper in term of per GB cost

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Post ID: @3fys+1sheHcrM

if HDD dies, Tape dies with it.

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Post ID: @3buh+1sheHcrM

Let’s keep some facts in perspective, for all you mechanical engineers. While price per TB declines over time, Moor’s law applies to chips and not motors and platters and lasers and glass.

More importantly, cost/tb for chips dramatically declines as capacity of chips increases. The cost/tb of drives actually increases with k creasing capacity as it
Takes more ‘equipment’ inside each drive. The gross margins for drives keeps shrinking while for nand it only increases.

Make sense ? Or too complicated for the motor head Morris ?

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Post ID: @3wta+1sheHcrM

Don’t try and digress from the topic, Mr. Criminal CFO. Classic strategy when faced with truth.

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Post ID: @3ovt+1sheHcrM

Is there a list of the Seagate employees heading to Broadcom?

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Post ID: @3dco+1sheHcrM

To bad Seagate has never got there act together to compete with this. Just living on old technology. I sure would like for them to tell how they will beat this. I was there for several years and always talked around it.
These new SSD will impact them. Consider that most computers now use a SSD to boot off, not a HDD.

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Post ID: @2ucd+1sheHcrM

Did you see Seagate’s recent blog on why the replacement is cost-wise impossible?

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Post ID: @1qod+1sheHcrM

A picture speaks a thousand words….so here goes -

Also this is assuming 3D vnand and not the new Samsung 430 layer nand which will bend this curve rapidly into a steep cutoff.

https://www.reddit.com/r/DataHoarder/s/ne575WE5SN

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Post ID: @elu+1sheHcrM

Where did you pull the $500 for the new 100 TB drive? I don’t think so. I bet it’s closer to $5,000

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Post ID: @iuo+1sheHcrM

Same news for the past 20+ yrs. It will be awhile before cost and manufacturing capacity can replace HDD. It will certainly happen - just not anytime in the next 5-10yrs. STX no doubt will have stripped and divested this place to the bone by then.

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Post ID: @mcv+1sheHcrM

aim to led compute side as the data centers leverage AI chips and then relegate HDDs as warm and cool storage This isn’t a surprise as HDDs have battled IOPS

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Post ID: @nlm+1sheHcrM

Doubt it will be so cheap.. but if true then Seagate and WDC can both pack up and go home

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Post ID: @vzg+1sheHcrM

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