Its a game changer...
200mm wafer, if it can be manufactured cheaply, then you have a disruptive technology.
Even if they put it inside a 2.5" form factor w SATA interface, you're talking about 16+ TB in a drive.
Now your existing hardware could benefit from this.
Put it on a PCI-e card and you have again lots of storage.
And it gets even more interesting...
Assuming you could create a WORM device... (write once, read many), you could create a very small package capable of holding an entire movie + features, and stuff all on an incredibly small form factor.
Assume you use something like a thunderbolt interface.
You could then create a video player where you 'slot' the movie, or plug it in to your current Mac product.
(Intel is supporting this interface...)
So if you have a TV or Home AV Theater package that doesn't offer Thunderbolt, you just have to create a very small and inexpensive player...
Storage winner, now just need faster and larger bandwidth pipes... ;-)