Hard disc drive

For the Lack of a Fab…

SanDisk-Toshiba Yokkaichi Plant from WD 2007 IDEMA PresentationOne popular argument to explain why SSDs have not displaced the HDDs in all PCs is that there isn’t enough NAND flash production capacity to support this business and there never can be.

This argument has been posed as long ago as 2007 by WD CEO John Coyne at an IDEMA conference (the source of this post’s graphic), SanDisk’s Eli Harari at the Flash Memory Summit in 2008, and Seagate‘s CEO Steve Luczo in a Forbes interview as recently as last April.  These are captains of the industry.  Their arguments make people stand up and take notice.

It’s a really flawed argument.

It goes like this: Continue reading