Replies to post #138337 on Intel Corp (INTC)

[Unkwn]

of course you will have to excuse the bogosity in the article ...
256 billion bits on each of 32 layers, or 32GB on a single dye[sic]

;-)

Actually I don't know how 32GB per die compares to what can be achieved at planar processes, e.g. 16nm NAND from Micron. Die area certainly matters as well. Intel mentioned something like double the capacity. Also 10 TB disks would be possible in a few years from now. May be the right time to short companies like Western Digital, who mainly depend on the classic HDD business. The money from SSDs is made by the semicos, not the ones who assemble (in addition, Micron, Samsung, Sandisk etc. all assemble their own disks). What do you guys think?