In 4Q21, NAND Flash bit shipments grew by only 3.3% QoQ, a significant decrease from the nearly 10% in 3Q21, according to TrendForce's investigations. ASP fell by nearly 5% and the overall industry posted revenue of US$18.5 billion, a QoQ decrease of 2.1%. This was primarily due to a decline in the purchase demand of various products and a market shift to oversupply causing a drop in contract prices. In 4Q21, with the exception of enterprise SSD, the supply of which was limited by insufficient upstream components, the prices of other NAND Flash products such as eMMC, UFS, and client SSD, all fell.

TrendForce's summary of NAND Flash market sales performance in 2021 is as follows: although there have been signs of weakening since 2H21, thanks to remote services and cloud demand driven by the pandemic, revenue performance still grew significantly compared to 2020. Revenue reached US$68.6 billion, up 21.1% YoY, the second-biggest increase since 2018.

China is reacting to new outbreaks of the Omicron variant of the Coronavirus with partial lockdowns. This could further delay the availability of laptops with 12th Gen Intel Core processors and NVIDIA's Ti graphics cards, which debuted at the beginning of the year. The first factories have already been closed in Suzhou in the east of the country. Supply chain and logistics bottlenecks, a shortage of certain chip types and price increases are already on the horizon.

Western Digital Corp. (Nasdaq: WDC) today announced that contamination of certain material used in its manufacturing processes has occurred and is affecting production operations at both its Yokkaichi and Kitakami joint venture, flash fabrication facilities. Western Digital's current assessment of the impact is a reduction of its flash availability of at least 6.5 exabytes. The company is working closely with its joint venture partner, Kioxia, to implement necessary measures that will restore the facilities to normal operational status as quickly as possible.

Western Digital creates environments for data to thrive. As a leader in data infrastructure, the company is driving the innovation needed to help customers capture, preserve, access and transform an ever-increasing diversity of data. Everywhere data lives, from advanced data centers to mobile sensors to personal devices, our industry-leading solutions deliver the possibilities of data. Our data-centric solutions are comprised of the Western Digital, G-Technology, SanDisk, and WD brands.

Western Digital Corp. (Nasdaq: WDC) today reported fiscal second quarter 2022 financial results. "I'm proud of the Western Digital team for delivering another quarter of strong results that exceeded guidance, even in the midst of ongoing supply chain disruptions and COVID-related challenges," said David Goeckeler, Western Digital CEO. "While we continue to experience strong demand across our end markets, these challenges continue to present a headwind to near-term results. We've executed well in building a solid foundation for future profitable growth driven by innovative products within our flash and hard drive businesses. As these transitory headwinds subside, we expect to emerge in a stronger position to drive better through-cycle results, creating value for our shareholders, employees and customers."

The company generated $666 million in cash flow from operations, made a total debt repayment of $2.21 billion, issued $1.00 billion in notes and ended the quarter with $2.53 billion of total cash and cash equivalents. During the quarter, the company fully repaid the remaining balance of its Term-Loan B-4 in an amount of $943 million, and repaid $1.27 billion on its Term-Loan A-1. In addition, the company closed a public offering of $1.00 billion aggregate principal amount in senior unsecured notes, bringing total gross debt outstanding to $7.40 billion at the end of the fiscal second quarter.

Western Digital has expanded its WD Black series of SSDs with yet another model today and the SN770 seems like yet another dilution of the Black brand, as it's WD's second PCIe 4.0 DRAM-less Black series drive. On the upside, capacities range from 256 GB to 2 TB, unlike the SN750 SE which tops out at 1 TB and sequential speeds are also up, with read speeds rated at up to 5150 MB/s and write speeds of up to 4900 MB/s. This is still a far cry from the SN850, which should be considered the only high-end consumer SSD from WD at the moment.

WD did also provide some random performance numbers in the shape of up to 740K IOPS read and 800K IOPS write, which should make this one of the fastest DRAM-less SSDs currently on the market. WD claims the SN770 is 20 percent more power efficient than the SN750 SE, without providing any further details. WD provides a five year warranty for all SKUs and have rated the drives at a 1.75 million hour MTTF time, with the 1 TB SKU having a 600 TBW or 0.33 DWPD write endurance rating. Pricing starts at US$59.99 for the 250 GB SKU, with the 500 GB SKU coming in at US$79.99, the 1 TB at US$129.99 and the 2 TB at US$269.99. This places the 1 TB SKU at US$30 less than the SN850 and the same amount more than the SN750 SE. The SN770 is available as of today.

Western Digital is preparing to update its client SSD lineup with a new flagship product, the WD Black SN850X. The drive was referenced in a December 10 certification filing with the PCI-SIG. The drive unsurprisingly features a PCI-Express 4.0 x4 interface. Nothing else is known about the drive, but the "X" in its name could signify a performance uplift over the current WD Black SN850 from an updated controller, a newer generation of NAND flash, or better stock cooling. Interestingly, the listing also references a drive called "SN820," which could be an "unbranded" successor to the PC SN810, a drive the company sells to system integrators and OEMs.

Marvell today announced that it will ship its 5 billionth hard disk drive (HDD) controller next month, marking a significant milestone in the company's 25 years of delivering data storage solutions. This achievement is a testament to the longevity of Marvell's HDD business and underscores the company's ongoing commitment to investing in and developing cutting-edge Bravera HDD products and IP to address the ever-increasing need for greater storage capacity.

The ongoing digital transformation is driving the adoption of cloud services, digital payments, artificial intelligence, and 5G, requiring higher capacity data storage. As a result, cloud data centers are looking for HDD storage to meet the growing zettabyte demand. Marvell's comprehensive suite of Bravera HDD controller and preamplifier solutions leverage the company's IP and process excellence including over 1,500 HDD-related patents and 18 generations of Read Channel IP. With its advanced architecture built on best-in-class areal density, data reliability, and power consumption, Marvell is enabling the growth of mass storage applications from the edge to the cloud.

"Reaching our 5 billionth HDD controller shipment is a huge accomplishment and we'd like to take a moment to thank our longstanding customers and partners for their trust and collaboration over many years. We celebrate this milestone alongside them," said Dan Christman, Executive Vice President, Storage Group at Marvell. "We remain deeply committed to the HDD market and will continue to invest in leading-edge Bravera technologies that advance the next generation of cloud data storage infrastructure."

The growth of the NAND Flash market in 3Q21 was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce's latest investigations. More specifically, NAND Flash suppliers' hyperscaler and enterprise clients kept up their procurement activities that began in 2Q21 in order to deploy products based on new processor platforms. Major smartphone brands, on the other hand, likewise expanded their NAND Flash procurement activities during the quarter as they prepared to release their new flagship models. As such, clients in both server and smartphone industries made significant contributions to the revenue growth of the NAND Flash industry for 3Q21. At the same time, however, suppliers also warned that orders from PC OEMs began showing signs of decline. On the whole, the industry's quarterly total NAND Flash bit shipment increased by nearly 11% QoQ for 3Q21, and the overall NAND Flash ASP rose by nearly 4% QoQ for the same quarter. Thanks to rising prices and expanding shipments, the quarterly total NAND Flash revenue increased by 15% QoQ to a new record high of US$18.8 billion in 3Q21.

Western Digital Corp. (Nasdaq: WDC) today reported fiscal first quarter 2022 financial results. "Strong demand across diverse end markets, particularly for our cloud products, combined with Western Digital's strong innovation engine, broad routes to market and sharpened execution, enabled us to deliver solid results within our guidance range, even in the face of significant COVID impacts and supply chain disruptions," said David Goeckeler, Western Digital CEO. "While these disruptions are transitory, the long-term opportunities for Western Digital remain unchanged as the world's digital transformation continues to accelerate. We believe that the migration to the cloud and demand for storage solutions throughout the client and consumer markets will continue to drive a huge opportunity for Western Digital and our customers."

The company generated $521 million in cash flow from operations, made a total debt repayment of $213 million, and ended the quarter with $3.3 billion of total cash and cash equivalents. Average shares outstanding were 316 million for the quarter. In addition, as a result of strong financial results and free cash flow generation, on October 22, 2021, the company fully repaid the remaining balance of Term Loan B in an amount of $943 million, bringing total gross debt outstanding to $7.7 billion.

According to a recent report, it is estimated that more than 50 million people across the globe self-identified as having a career in the cultural and creative industries. With the everchanging definition of "creator" in a technology-driven world, this title now reaches beyond graphic designers and videographers to include content creators, UI/UX designers, artists and illustrators, entrepreneurs and freelancers, engineers, architects, grad students and more.

When crunching large amounts of data on their next passion project, access to fast and reliable storage solutions can greatly improve a creator's workflow, giving them peace of mind and allowing them to stay in the creative moment. With intense workload demands, today's creative professionals need technology that empowers their creativity without stress over losing their brilliant work, project bottlenecks or slow storage speeds.

According to an IDC 2021 FutureScape, by 2021, at least 70% of digitally-enabled small- and medium-sized businesses (SMBs) will operate under a hybrid model of working, with remote work emerging as a norm. This can put pressure on business owners as they, their staff or IT consultants support advanced use cases like virtualization, collaborative editing and intensive database workloads in order to manage the seamless flow of data.

For SMBs, NAS or network attached storage, is one of the most widely used methods for accessing, sharing and protecting data alongside the cloud. NAS solutions help SMBs solve for latency and remote shared access to data or applications across the network. "SMBs need robust systems that are efficient and intuitive to manage, and in many cases they need some sort of infrastructure on-premises. A NAS solution can benefit SMBs of all sizes, providing the performance, capacity and reliability they need. For more advanced and performance intensive applications, however, the NAS system will need a boost," said Eric Spanneut, vice president of Client and Enterprise SSDs for Western Digital's Flash Business unit. "Our new WD Red SN700 NVMe SSD is the perfect caching solution to complement our WD Red HDDs in a high-capacity NAS environment."

At the company's HDD Reimagine event today, Western Digital Corp. (NASDAQ: WDC) introduced a new flash-enhanced drive architecture that breaks traditional boundaries of storage. Building on the company's unique ability to innovate with HDD and flash, the new storage architecture with OptiNAND technology optimizes and integrates HDDs with iNAND embedded flash drives. This gives customers - like hyperscale cloud, CSPs, enterprises, smart video surveillance partners, NAS suppliers and more - a solution to meet the exponential growth in data creation by delivering the capacity, performance and reliability needed to store vast amounts of data today and well into the future.

Leveraging industry-first technologies including triple-stage actuator (TSA) and HelioSeal technology, the first products featuring the new drive architecture will deliver an unsurpassed 2.2 TB per platter, extending capacities gains on proven ePMR technology. Setting a new industry milestone, Western Digital has shipped samples of new nine-disk, 20 TB ePMR flash-enhanced drives with OptiNAND technology to select customers.

KIOXIA and Western Digital are in talks to merge, creating a behemoth in the data storage industry. This would be KIOXIA's first big corporate move after being spun off from Toshiba Corporation as its flash memory business. The combination—if it goes through—would essentially see the merger of three distinct brands—KIOXIA, Western Digital, and SanDisk; with KIOXIA and SanDisk bringing together market-leading expertise in flash memory; and Western Digital bringing in "warm" and cold storage solutions, such as hard drives. 5G is expected to create an explosion in data, and the merged trans-Pacific entity could more effectively address it. A deal worth $20 billion could be struck by mid-September, if the merger talks succeed. KIOXIA is declining to comment on the story, as it prepares its IPO that includes shares from Toshiba and Bain Capital. Shares of Western Digital, meanwhile, are trading up.

NAND Flash suppliers' Clients in the data center segment were gradually stepping up enterprise SSD procurement after finishing inventory adjustments, according to TrendForce's latest investigations. Moreover, the adoption rate of 4/8 TB products in the enterprise SSD market increased substantially on account of the releases and adoption of the new server processor platforms from Intel and AMD. Although the recent wave of COVID-19 outbreaks that struck Southeast Asia weakened smartphone sales in 2Q21, the quarterly total NAND Flash bit shipments rose by nearly 9% QoQ, as PC OEMs still had plenty of component orders in 2Q21 due to the fairly robust notebook demand during the period. On the other hand, the shortage of controller ICs became more severe during the period, and the winter storm that battered Texas this February affected the operation of Samsung's foundry fab Line S2 in Austin. As demand for NAND Flash products rose, the overall ASP also rose by nearly 7% QoQ, and the quarterly total NAND Flash revenue rose by 10.8% QoQ to US$16.4 billion in 2Q21.

Western Digital Corp. (Nasdaq: WDC) today reported fourth quarter and fiscal year 2021 financial results. "I am extremely proud of the outstanding execution our team exhibited as we achieved another quarter of strong revenue, gross margin and EPS results above expectations," said David Goeckeler, Western Digital CEO. "Throughout this fiscal year, we successfully delivered both flash and hard drive innovations that are essential building blocks in the acceleration of the data economy. This innovation, combined with our broad channels to market, diverse end market exposure and improved operational efficiency, enabled us to successfully navigate through the pandemic and capitalize on strategic growth opportunities. We believe we have the right foundation for success - the right products, the right customer base, and the unique ability to address two very large and growing markets."

EA DICE on Tuesday named NVIDIA as the official partner for Battlefield 2042 on the PC platform. To gamers, this means that Battlefield 2042 will feature support for NVIDIA DLSS and NVIDIA Reflex. DLSS integration will allow gamers to increase performance with minimal loss to image quality, while NVIDIA Reflex integration will be key to the game's online multiplayer component, as it works to cut down input latency. There is no word on whether Battlefield 2042 will feature RTX real-time raytracing, but given that Battlefield V was the pioneering title for RTX, some form of raytracing for Battlefield 2042 cannot be ruled out.

Among the other companies named as partners by EA DICE are Xbox Series X/S, as the "official console partner." Logitech has been named the official gaming peripherals partner, which means we'll see plenty of Battlefield 2042 co-branded gear from Logitech G. Western Digital, specifically its WD_Black brand, is the storage partner, with co-branded SSDs and external storage devices on the anvil, both for PC and Xbox Series X/S.

Western Digital has issued a recommendation for all owners of the company's My Book Live and My Book Live Duo products - immediately disconnect them from the Internet or risk full data loss. The warning has come after reports started surfacing on distraught users of WD's My Book Live having their entire data deleted without any sort of user interaction or intervention. The recommendation will stay until the company can investigate and solve the issue that has led to the deletion of terabytes of data around the world.

Apparently, factory resets were undertaken on the drives without any sort of user interaction. Some users have shared logs on what exactly happened. Western Digital stopped supporting their My Book Live products back in 2015, which means there are now six full years of operation (at the least) without any security updates. WD seems to believe that individual user accounts were compromised, and the company issued a statement regarding the ongoing investigation. If you have one of these products, take heed, and disconnect them from your network.

Western Digital Corp. today announced its second-generation UFS 3.1 storage solution for 5G smartphones. The new Western Digital iNAND MC EU551 delivers the high-performance storage consumers need to be able to use their phones for emerging applications like ultra-high-resolution cameras, AR/VR, gaming and 8K video.

IDC expects 5G smartphone shipments to account for more than 40% of global volume in 2021 and grow to 69% in 2025. As networks continue to expand available bandwidth and offer lower latency to enable new user experiences, Western Digital's iNAND solutions deliver the high-capacity, high-performance embedded storage needed to power these exciting new applications.

Western Digital is reportedly preparing a firmware update for its WD Black SN850 M.2 NVMe SSD that restores the drive's write performance levels on PCs based on the AMD X570 platform. This problem is localized to X570, specifically to when the drive is installed on an M.2 NVMe slot that is wired to the X570 chipset. Drives that are installed on the slot that's directly wired to the Ryzen processor perform as expected (Ryzen 3000 "Matisse" and Ryzen 5000 "Vermeer").

The drive performs as intended on AMD B550, as well as Intel platforms that support PCIe Gen 4, as the only Gen 4-capable M.2 slots are the ones directly wired to the processor. Western Digital localized the problem to certain X570 motherboards that have their PCIe maximum payload size (MPS) value set at 128 bytes. This dictates the maximum transaction layer packet (TLP) that goes through the PCIe controller, and a low MPS value cripples performance. The firmware update by Western Digital possibly works around this limitation. The company is expected to release the firmware update by 12 July, 2021.

Western Digital has apparently delayed the introduction of Penta Layer Cell (PLC) NAND-based flash to 2025. The company had already disclosed development on the technology back in 2019, around the same time that Toshiba announced it (Toshiba which is now Kioxia, and a Western Digital partner in the development of the technology). The information was disclosed at Bank of America Merrill Lynch 2021 Global Technology Conference, where Western Digital's technology and strategy chief Siva Sivaram said that "I expect that transition [from QLC to PLC] will be slower. So maybe in the second half of this decade we are going to see some segments starting to get 5 bits per cell."

PLC is another density-increase step for NAND flash, whereby each NAND cell can have five bits written into it, thus increasing the amount of information available in the same NAND footprint. To achieve these 5 bits, each cell must store one of 32 voltage states, which in turn inform the flash controller of which corresponding data bits are stored herein. Siva Sivaram said that he expect the technology to take some more time to mature than most, due to the need for controller development that can take advantage of the increased density while making up for the shortcoming in this increased bit-per-cell approach (lower endurance and lower performance). PLC won't bring us HDD-tier storage density by itself (it only enables storage of 25% more data per cell); however, when paired with increasing layers of NAND flash, those 25% extra quickly add up.

The demand for HDDs has increased significantly due to Chia cryptocurrency mining in recent times causing major shortages and increasing retail prices. Seagate and Western Digital are increasing the production of their high-capacity HDD models by increasing the utilization rate on existing production lines in an attempt to satisfy this demand. The companies have limited options to increase production in the short-term due to bulk contracts for 60% - 70% of total production and neither company plans to construct new factories in the immediate future. The total global storage capacity allocated to Chia mining has recently surpassed 20 Exabytes up from 1 Exabyte in April and doesn't show any signs of stopping. The shortages look set to continue with both companies happy to monitor the situation and take advantage of the increased demand before deciding on future expansion plans in the coming years.

Championing the Zoned Storage initiative, Western Digital Corp. (NASDAQ: WDC) today announced at its Flash Perspective Event that it has teamed with Percona, a leader in open source database software and services, to unlock the performance benefits of Western Digital's Ultrastar DC ZN540 NVMe ZNS SSDs for MySQL Server, one of the most popular open-source transactional databases in the world.

"Many of our customers are using MySQL as a database for their online data services and this new partnership with Percona will allow customers to unlock the full capabilities of our innovative ZNS flash solutions. With our contributions to the Linux and MySQL open-source communities, MySQL users will be able to install the Percona Server for MySQL and get out-of-the-box support for Western Digital Zoned Namespaces SSDs," said Wim De Wispelaere, vice president, Strategic Initiatives at Western Digital. "This demonstrates our continued commitment to deliver innovative data center infrastructure products and to build our partnership ecosystem to make those easy to implement by our customers."

At its Flash Perspective event today, Western Digital unveiled the new SanDisk Professional brand of premium storage solutions for content creators and professionals. From producing the latest blockbuster film to capturing the moment at a destination wedding to managing business-critical content, the powerful SanDisk Professional portfolio is designed to deliver scalable, high-performance, reliable solutions across industries globally.

Professional content is in constant motion. Content that's captured or created needs to be saved, transferred, off-loaded, shared and archived. SanDisk Professional offers a range of purpose-built tools to harmonize every step of that process. "As a professional photographer and filmmaker, my livelihood depends on how I get the job done. There is no room for error. I need the most advanced, reliable and trusted equipment out in the field," said Lucas Gilman, adventure photographer and filmmaker. "For years I've relied on SanDisk and G-Technology solutions because they enable me to focus on the moment with confidence that my creativity won't be interrupted, and without concern about whether or not they can keep up with my technical needs."

Today at its Flash Perspective event, Western Digital Corp. unveiled three new SSDs for its WD_BLACK portfolio of products, providing gamers around the world with fast, high-performance storage solutions to upgrade their PC and next-gen console gaming experience.

"Our WD_BLACK brand delivers a clear and simple promise to gamers - fast and reliable storage that enhances their gameplay," said Rob Soderbery, executive vice president and GM, Flash Business, Western Digital. "With today's new products, the WD_BLACK portfolio has diverse flash-powered solutions so that every gamer - whether they're just starting out or more advanced - can explore the rich worlds of today's most inventive games."

At its Flash Perspective Event today, Western Digital Corp. announced its new embedded flash platform for Universal Flash Storage (UFS) 3.1 to enable new applications in mobile, automotive, IoT, AR/VR, drones and other emerging segments that are reshaping the way we live, work and play.

In an increasingly mobile world of always on, always connected and always available, Western Digital's unique UFS 3.1 platform, based on the JEDEC-compliant UFS 3.1 specification, provides the speed, reliability and feature versatility that customers count on to build small, thin and lightweight solutions. Leveraging its vertical integration capability to optimize NAND, firmware, controller design, software and drivers, Western Digital can efficiently design purpose-built solutions for a variety of markets including mobile, IoT, automotive, and more - all leveraging a common UFS 3.1 architecture. Setting a new benchmark, this new platform is expected to deliver up to 90% improvement in sequential write performance, compared to its previous generation. This improvement will help realize 5G and Wi-Fi 6 download speed potential, delivering a better experience when consuming rich media files such as 8K video, as well as improved performance for applications such as burst mode photography.