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However, our local hdd component players still very much depend on physical parts delivery, or simply put, depend on how many unit of hdd seagate/wd sold.
because their growth factor has changed from increasing number of plate per hdd to increasing byte density per plate.
The new tech (hamr for seagate, epmr/ultrasmr for wd) allow them to double even triple the areal density per plate without significant cost increment, hence higher gross margin. Simply put, how much they make is now depend on how many exabyte of hdd they sold, not how many unit of hdd they sold.
that is why i think aax will still suffer from high fuel cost even if the war ended. There is no way the crude oil fall back to pre-war level and it will still stay at high level for quite some time.
Personally, i believe aax will make unprecedented "real cash" loss. The so called "restructuring" is just an accounting tricks and it provides no buffer to such a crisis.
u manage to cheat death once, maybe this time u dont come back haha...
