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How Western Digital Views Falling NAND Prices

Adam Rogers
Updated
How Western Digital Views Falling NAND Prices

Western Digital (WDC) management stated that the global NAND (negative AND) market has started to normalize after a constrained supply scenario in 2017. With this normalization, WDC estimates the ASP (average selling prices) to fall, which WDC expects will be offset by cost declines driven by technology, improving yields, and nodal transitions. WDC has estimated the NAND to grow between 35% and 45% this year, and the firm has been able to grow at the higher end of this guidance.

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