EOW Phase 0a refresh: quiet cycle for the drive makers specifically; wider NAND/memory digestion is read-through context only

Event

EOW Phase 0a refresh: quiet cycle for the drive makers specifically; wider NAND/memory digestion is read-through context only

Summary

  • Type: monitoring-check (subtype: qualitative continuity) - event_id: 2026-09-05-nearline-storage-eow-phase-0a-refresh - Source: , , (SanDisk/NAND read-through; standing STX/WDC desk-call rows carried without a fresh trigger). - Shift: No STX or WDC development landed
4 events
DateTypeEvent
Sep 6 ArticleWD: storage demand and operating margins Sep 6 ArticleSeagate: cloud storage and the density roadmap Sep 10 tweetTerry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short Aug 22 tweetSemiAnalysis — 3D NAND is switching word lines from tungsten to molybdenum above ~300 layers

No direct external sources are attached to this read.