WD and Micron rank third and fifth, respectively, in the global NAND market, according to TrendForce's latest numbers.
It's trying to counter that secular shift by selling higher-capacity HDDs to enterprise and data center customers, but the segment's revenue and margin will likely continue to decline for the foreseeable future.
WD's HDD business has been shrinking as more PC makers have shifted to SSDs, which are pricier but also smaller, faster, more power-efficient, and less prone to damage than platter-based drives. Will Micron remain a stronger investment than WD throughout the rest of the year? Micron's stock price rallied more than 50% as its memory chip sales improved, while WD's stock price remained nearly flat as its weak HDD business largely offset the growth of its NAND business. However, investors have been much more bullish on Micron than WD over the past 12 months. DRAM and NAND prices gradually stabilized in 2020, but that recovery was throttled by pandemic-related disruptions in the first half of the year. Micron mainly sells DRAM and NAND (flash) memory chips, while WD produces NAND chips, flash-based SSDs (solid-state drives), and traditional platter-based HDDs (hard disk drives).īoth companies struggled with declining memory chip prices throughout 2019, as sluggish shipments to smartphone and PC makers caused a global glut of chips. Follow him on Twitter for more updates!įollow Technology ( NASDAQ:MU) and Western Digital ( NASDAQ:WDC) are both major players in the memory and data storage market. His wheelhouse includes cloud, IoT, analytics, telecom, and gaming related businesses. Leo is a tech and consumer goods specialist who has covered the crossroads of Wall Street and Silicon Valley since 2012.
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