Comments by "Siana Gearz" (@SianaGearz) on "Thailand’s Hard Drive Industry Problem" video.

  1. Strong disagreement on all points. German engineering businesses have their hands in a LOT of pies, thousands of them. It has semiconductor business and others. Infineon is one of the larger semiconductor companies and is German. Germany also has one of world leadership positions in chemistry (BASF etc), medical technology, robotics and factory and engineering equipment, and companies like Bosch are involved in more engineering and manufacturing ventures than you can count, always behind the scenes, critical supplier. SSDs will almost fully supplant HDDs when the price is right for almost all uses, and the price of SSDs has basically no lower bound in sight. HDD capacity per square inch has been barely growing in the last 10 years, and it is an extremely complex assembly which can no longer be reduced in cost. SSDs are suitable for an approximately 5-7-year online storage use, just like HDDs. So when the device is normally connected to power, it will retain the data, and can survive power removal for a moderate length of time. What SSDs are not suitable for is offline storage. So if you disconnect an SSD from power, after a year or two of being unpowered, it will rapidly start losing data, while an HDD loses data when online, but remains perfectly stable offline. An SSD while connected to power periodically "refreshes" so reads and rewrites data stored on it, to nudge the gate voltages into alignment again and reduce data loss, while when it's not powered, the drift occurs uncontrolled. The refresh itself consumes a small percentage of SSD's overall limited write endurance. In this context, "online" means whether the device is powered and running and the data is accessible within fractions of a second after being requested. Currently, the vast overwhelming majority of data storage is HDD-based, online, redundant. To the extent that SSDs exhibit a data loss even online, it's only a matter of redundancy and cost. So when SSDs reach half the price/GB of HDDs, you can simply use twice as many SSDs to store data more redundantly and you will also use less power than with HDDs, and the break even point will come much earlier than that. Considering SSD power efficiency and power cost, it's likely when price/GB reaches near parity, HDDs are dead for all uses except offline backup. In offline storage, HDD will face more competition from tape storage. Currently, HDD only wins in offline storage because low price of HDD is facilitated by the large mass market that needs HDDs and uses them for online storage and general use, which will break away. When HDD price rises, there will be a re-evaluation that favours tape again. There is magnetic tape (LTO) and potentially optical laser tape. I think Seagate is gearing up for LTO expansion. The economic cross over point and thus extremely drastic demand decline of HDD will occur within 5 years.
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