[QUOTE=coolcolors;2781848]Oh yes they do they can begin to do their own NAND and that will force pirate NAND companies to rethink their business model. Competition will force them to change their mindset.[/QUOTE]This would require them to come up with a fabrication facility AND come up with the necessary NAND designs.
The majority of chipmakers are fabless, handling the design but not the manufacturing, because it’s expensive, competitive, and hard. To open a fabrication facility just to make a few SSDs is, at this moment, a waste of capital.
As for the idea of designing NAND for production anywhere else: still wouldn’t make them fully price competitive, nor would it be worth it when the market is only somewhat hot.
Even then, they would be the only ones using their brand of NAND. While that would allow them to set their own prices, there is no way for them to be competitive, nor is there a way for them to recoup any losses on their investment. It would be first generation product going up against… What, 6 to 10 generations of rapid improvement for low-end flash media alone.
To dive head first into the manufacture of a product, from top to bottom, would surely mean the end of a company. Production of a few niche products for a few generations would likely be equally disastrous if not planned correctly.
So don’t expect them to disrupt the market for a while yet.
I’ve no comment on the rest of what you said.