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HDD component supplier ‘collapses’

Rough indeed.

I wonder how that will impact hard drive manufacture.

Are they the only player in this market? Are there many competitors? Are they easily replaceable with competitors films?

Stuff like this is always a nightmare for manufacturers, but it also happens all the time, which is why many large scale manufacturers require multiple sources for material.

Or maybe this is not a problem at all, and they are shutting down in response to lack of demand from a shrinking market segment?
 
Well, here comes an excuse. Guess we better buy up those 3.5" drives while we can, ladies and gents. Maybe I should just buy 5 more 20TB Exos drives and call it a day with 120TB.
 
How is this happening when 5 days ago they announced a new facility for semiconductors opening in Silicon Valley? Different branches? Simply want to move away from physical storage?
 
Last edited:
HeavensCloud said:
How is this happening when 5 days ago they announced a new facility for semiconductors opening in Silicon Valley? Different branches? Simply want to move away from physical storage?
Click to expand...
Tom's is the only one reporting this, probably due to a bad translation of the Chinese sources they're pointing to. The Yahoo! Taiwan page they link to was taken down. One of their staff was probably looking at a news wire and got excited about having a scoop in the US.

Here are some articles that are only 4 days old about Resonac expanding its business in the US and venturing into other sectors:

Resonac to establish semiconductor packaging R&D centre in US​

https://www.packaging-gateway.com/news/resonac-semiconductor-packaging-centre/

According to Resonanc, its first PSC in Shin-Kawasaki has been serving as a ‘one-stop hub’ for all its trial implementation and evaluations related to production technologies and materials. To further expand its offerings and technologies, the company said it is now planning to leverage its new PSC in the US to capture the real-time trends and concepts in packaging technology for semiconductors such as AI semiconductors. The company will then utilise these latest packaging concepts to support the development of new materials.​

Resonac: fertilising growth for the chip industry​

https://www.ft.com/content/40769279-972a-4667-b405-0536119aafae

Resonac’s products may lack the glamour of other areas of the industry. But its growth is notable. Chip chemicals sales are expected to double over the next five years. Even then, at just $22bn, it would make up a small fraction of the entire chip industry. Demand for Resonac’s products should only expand long term.​
​
The first link even points out their main PSC is located in Japan.
 
Eventually they will be phased out solid state is the only way I'm suprized so many new types of Solid State drives are out there.
The quality though is all over the place unless it's Samsung or WD.
 
Comixbooks said:
Eventually they will be phased out solid state is the only way I'm suprized so many new types of Solid State drives are out there.
The quality though is all over the place unless it's Samsung or WD.
Click to expand...
Barring a major change in NAND pricing (manufacturing breakthrough or major capacity expansion) it's going to be a while. Cheap bulk storage, at acceptable performance is still dominated by spinning rust because it's 10-20% of the cost per TB vs NAND.
 
StoleMyOwnCar said:
Well, here comes an excuse. Guess we better buy up those 3.5" drives while we can, ladies and gents. Maybe I should just buy 5 more 20TB Exos drives and call it a day with 120TB.
Click to expand...

Shutting down a supplier is easier than flooding all of Thailand. At least they're reducing their environmental footprint.
 
M76 said:
Yeah, a google search reveals that Resonac is a Japanese company, not even Taiwanese. Fake news clickbait or what?
Click to expand...

Well, it could be a Japanese company with a major facility in Taiwan, which they are winding down?

Everyone is multinational these days, right?
 
Armenius said:
Tom's is the only one reporting this, probably due to a bad translation of the Chinese sources they're pointing to. The Yahoo! Taiwan page they link to was taken down. One of their staff was probably looking at a news wire and got excited about having a scoop in the US.

Here are some articles that are only 4 days old about Resonac expanding its business in the US and venturing into other sectors:

Resonac to establish semiconductor packaging R&D centre in US​

https://www.packaging-gateway.com/news/resonac-semiconductor-packaging-centre/

According to Resonanc, its first PSC in Shin-Kawasaki has been serving as a ‘one-stop hub’ for all its trial implementation and evaluations related to production technologies and materials. To further expand its offerings and technologies, the company said it is now planning to leverage its new PSC in the US to capture the real-time trends and concepts in packaging technology for semiconductors such as AI semiconductors. The company will then utilise these latest packaging concepts to support the development of new materials.​

Resonac: fertilising growth for the chip industry​

https://www.ft.com/content/40769279-972a-4667-b405-0536119aafae

Resonac’s products may lack the glamour of other areas of the industry. But its growth is notable. Chip chemicals sales are expected to double over the next five years. Even then, at just $22bn, it would make up a small fraction of the entire chip industry. Demand for Resonac’s products should only expand long term.​
​
The first link even points out their main PSC is located in Japan.
Click to expand...

It could also be that both are correct. If I was a company that had HDD and non HDD business lines, I'd be pushing to expand the latter because the former are in a state of long term stagnation and decline. Could be planned expansion and overstated contraction or planned expansion but failed financing triggering a collapse instead.
 
DanNeely said:
It could also be that both are correct. If I was a company that had HDD and non HDD business lines, I'd be pushing to expand the latter because the former are in a state of long term stagnation and decline. Could be planned expansion and overstated contraction or planned expansion but failed financing triggering a collapse instead.
Click to expand...
True, but one day after the Tom's article was published, they are still the only site reporting on this.
 
LodeRunner said:
Barring a major change in NAND pricing (manufacturing breakthrough or major capacity expansion) it's going to be a while. Cheap bulk storage, at acceptable performance is still dominated by spinning rust because it's 10-20% of the cost per TB vs NAND.
Click to expand...

Yeah. Definitely cheaper to go with spinning rust, but I'm not sure it ja I have twelve 16TB drives in my NAS. To replicate that even with modern cheap 2TB SSD's (NVME or SATA) would cost me almost $7k in drives alone.

The twelve 16TB Seagate enterprise drives cost me about $3,300, and that was a year ago. They are probably cheaper now.

We are talking half the price, not 10-20%

That said my comparison is between enterprise hard drives, and the cheapest consumer SSD's.

Maybe if I used enterprise SSD pricing for comparison, I'd get closer to your coat ratio. I'm just not well educated on typical enterprise SSD's to use for a cost comparison :p
 
Zarathustra[H] said:
Yeah. Definitely cheaper to go with spinning rust, but I'm not sure it ja I have twelve 16TB drives in my NAS. To replicate that even with modern cheap 2TB SSD's (NVME or SATA) would cost me almost $7k in drives alone.

The twelve 16TB Seagate enterprise drives cost me about $3,300, and that was a year ago. They are probably cheaper now.

We are talking half the price, not 10-20%

That said my comparison is between enterprise hard drives, and the cheapest consumer SSD's.

Maybe if I used enterprise SSD pricing for comparison, I'd get closer to your coat ratio. I'm just not well educated on typical enterprise SSD's to use for a cost comparison :p
Click to expand...
7.68 TB Intel D3-S4610 SATA SSD's can be had for $675, new in box. So two of those to hit almost 16 TB of capacity with no redundancy = $1350. A new Seagate Exos 16TB SAS drive can be had for ~$330.

Raw capacity-wise: 12x 16 TB = ~$3960; 24x 7.68 SSD = ~$16,200. Per TB, the 16 TB is $20.63; the SATA SSD is $87.90. Or roughly 23.4% per TB, so I undershot a little.

The Intel SSD price jumped recently; last time I bought one, which was less than 2 months ago, it was $590.

I'm sure that in a homelab / home use context, you could find better deals on used gear on eBay or other refurb/resellers like ServerSupply or serverpartdeals.com; at the typical used prices, you can usually afford a spare or three and still come in cheaper than new, though the specific Intel SSD I used for comparison seems to suddenly be in short supply, dang it.

Edit to add: in many cases, U.2 form factor drives of the same capacity are cheaper than their SATA/SAS counterparts, with the obvious caveat that you need an appropriate backplane or interface for them.
 
LodeRunner said:
Edit to add: in many cases, U.2 form factor drives of the same capacity are cheaper than their SATA/SAS counterparts, with the obvious caveat that you need an appropriate backplane or interface for them.
Click to expand...

Yeah, I've noticed this, and it makes almost no sense. I wonder if it is just a matter of ignorance among shoppers shaping demand.

A few weeks ago a 960GB Optane 905p AIC like this one below would set you back like $2,400. Now I can barely find any at all

1701117254308.png


Meanwhile you can still buy this guy, the same 960GB Optane 905p internally, just in U.2 format for like $285.

1701117327686.png


A $20 to $40 adapter later, and you have essentially exactly the same thing:

1701117370810.png


Maybe not as pretty, but are the aesthetics worth $2k?


The only explanation I can think of is that people are ignorant and don't know what they are buying. They either mistake u.2 drives for SATA drives when they see the pictures of the 2.5" format, OR they assume u.2 is an incompatible standard. I mean, in new shrinkwrapped 905p U.2 boxes, intel even includes an m.2 adapter for crying out loud.
 
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