Heard some hallway whispers at NRM today about a bunch of scrap being produced in wafer. Pushing HAMR to the right yet again, should by be fine…. Nope definitely not.
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Wafer has had scrap events for years. Nothing new.
need a reason to tell WS analysts why HAMR won't move to volume production
Sounds about right. Hurry up and then oops, yet again.