They are executing in line with what their plans are. |
They have all the capacity coming online, but they are going to need it sooner rather than later. |
They needed to diversify because ... all the long-term forecasts for DRAM are not bright. |
This is another way to diversify because NAND flash is incredibly hot right now. It puts them in a good position to have the complete supply chain. |
This is one of the hottest markets in the industry. |
Would I like to see them ramp up earlier? Yeah, it'd be nice. But I'm sure they are moving as fast as they can. |