digitalearnings - An Overview
digitalearnings - An Overview
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And our feelings on CapEx with regard to fundamentally future investments have not adjusted, we might like to carry on to focus on the profitability of your small business. And at this time in time, which is definitely our key concentration.
how get more info we should think about that likely ahead, on condition that you see a good pricing ecosystem and if you can stability that with it's possible enhanced Value decrease for both equally NAND and HDD.
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As you understand, Joe, It truly is an exceedingly dynamic market place. So we're however observing -- while in the negotiated markets, we are however viewing superior pricing will increase, Specifically organization SSD and that is one thing we're really enthusiastic about. We see -- we observed really superior sequential progress in company SSD and we're anticipating very good sequential development in the following quarter.
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No. Like I claimed, I don't Assume it has -- it must do with continuing to provide bigger TCO. The fundamental know-how that you are offering within the solution I don't think issues that Significantly, correct?
we've been seeing considerable desire in this solution, which happens to be currently qualifying at a hyperscaler with ramp anticipated in the next 50 % of the calendar calendar year. we are going to converse more details on our Flash highway map within the impending Flash Memory Summit in early August.
Thanks, Peter. superior afternoon, Anyone and thanks for signing up for the call to discuss our fourth quarter and fiscal calendar year 2024 overall performance.
Certainly. So on the CapEx side, glance, we're -- what I'm -- what I think, We'll share is the place we see CapEx During this current quarter. And the -- from the dollars CapEx standpoint, for this quarter, I count on it to be kind of in step with the fiscal fourth quarter which was about 2% of revenue.
throughout our New Era of NAND webinar previous thirty day period, we launched the planet's optimum capability BiCS8 2-terabyte QLC memory die, specifically created to meet developing data Centre and AI storage requirements. developed over a chip bonded to array architecture, BiCS8 reinforces Western electronic and Kioxia's Management in cost and funds performance and superior I/O effectiveness by integrating wafer bonding in Superior 3D production to ascertain a floor-breaking foundation for long run scalability of 3D NAND.
But simultaneously, You furthermore mght had inventory build in the quarter. And being a clarification from a previous issue, could you simply support us Assume through while in the September quarter, what's the like-for-like ASP trajectory for NAND at the same time?
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