Yokkaichi

Toshiba Reveals Restructuring Plans

Toshiba's Yokkaichi Manufacturing ComplexOn Friday Toshiba revealed its restructuring plans aimed at returning the company to profitability and growth through management accountability.

Of special interest to The SSD Guy was the fact that the company will refocus its semiconductor and HDD businesses, currently called the “Semiconductor & Storage Products Company” partly by giving it a new name: “Storage & Electron Devices Company”.  This division will focus on the semiconductor group’s good prospects and profitability while maintaining a focus on the fact that SSDs and HDDs share a business.  In the not-too-distant past Toshiba has run these two businesses separately.

The group plans to be “A pillar of income with Memories as a core business”.  To achieve this, Toshiba has stated that it will enhance its NAND cost competitiveness by accelerating development of BiCS (Toshiba’s 3D NAND technology) and by expanding the SSD business.   There are three parts to this Continue reading

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