本帖最后由 埃律西昂 于 2023-1-7 14:24 编辑
Source: WDC2023财年第一财季电话财报会议
C.J. Muse -- Evercore ISI -- Analyst
That's very helpful. I guess, a follow-up on your technology road map. You talked about theoretically potentially skipping a node. And historically, players in the market have not done very well when they pursue that strategy.
So I guess, can you kind of walk through what gives you the confidence that, that's something that would make sense for you guys, just given the historical precedents?
David Goeckeler -- Chief Executive Officer
Yes. I think the way we think about it right now, BiCS6 is -- we're taking the actions around capital investment to slow down our bit supply in the market to try and get the market balance. I think everybody is doing that. There's really an enormous number of actions to try and get the market back in balance.
We feel good about those. We'll take effect next year as we move through the year. What it means for us is BiCS6 will be a shorter node. At this point, the follow-on node BiCS8 is progressing very, very well.
And as we move through the year, we'll be able to make a judgment about how long we're going to stay on which node. There's a number of issues around qualifications of products and all those kinds of things. So we'll make thoughtful decisions about that when we get closer to that point as we move through 2023. But we feel very good about where both nodes are and how they're progressing and that will give us the -- give us, again, more optionality about how we think about what products we put in the market to get us the best financial return and obviously, the best solution for our customers.
另外在其他媒体上看到的消息是WD目标2030年左右达到500+层，但目前没有更多相关信息可以用来确认。 |
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发表于 2023-1-7 13:09
