Illiquid(@illyquid):Another twist in the HDD story as $STX and Toshiba compete to buy TDK's HDD head business. Meanwhile the logistics and labour risk for $wdc continues as 60k households around their Ayutthaya facility are affected by flooding and the authorities are warning of more rain in the next two weeks.

Illiquid

@illyquid

FundaAI. Also writes about the AI value chain at Collyer Bridge.

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Illiquid@illyquid

2026.10.06 05:37

Another twist in the HDD story as $STX and Toshiba compete to buy TDK's HDD head business. Meanwhile the logistics and labour risk for $wdc continues as 60k households around their Ayutthaya facility are affected by flooding and the authorities are warning of more rain in the next two weeks.