Joseph Unsworth
Joseph Unsworth
complete flash good hot incredibly position puts supply
This is another way to diversify because NAND flash is incredibly hot right now. It puts them in a good position to have the complete supply chain.
forecasts needed
They needed to diversify because ... all the long-term forecasts for DRAM are not bright.
executing line plans
They are executing in line with what their plans are.
capacity coming rather sooner
They have all the capacity coming online, but they are going to need it sooner rather than later.
hottest markets
This is one of the hottest markets in the industry.
fast moving ramp sure
Would I like to see them ramp up earlier? Yeah, it'd be nice. But I'm sure they are moving as fast as they can.