SSD
Simpson Manufacturing Company Inc
Mentions (24Hr)
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Micron will beat earnings easily. Data proof.
Kioxia (KXIAY) - Contrary to consensus, NAND supply is just as fukd as DRAM and Kioxia will continue to moon
$MU SK Hynix could easily double from current levels - $DRAM is the play.
$MU SK Hynix could easily double from current levels - $DRAM is the play.
All Stocks I’m Currently Watching. (details in caption)
We may build too many data centers, from a computer nerd's point of view.
$SNDQ: Samsung just flooded the market: Samsung 990 EVO Plus SSD 4TB (MZ-V9S4T0B/AM) has decreased from $1,049.99 to $674.79
MU just hit all-time highs. Meta, Microsoft, and Apple all flagged rising memory costs last week.
First company to mass produce PCIe Gen6 data center SSD for Vera Rubin.
Press Release: Micron in High-Volume Production of HBM4 Designed for NVIDIA Vera Rubin, PCIe Gen6 SSD and SOCAMM2
I just went all in on CRSR after 5 years of pain
Someone experienced please help with my rebalancing away from the tech sector
When companies can't buy hard drives, they'll buy the next best thing (cloud storage)
SIMO (Silicon Motion) stock after Q4’25 financial report?
MU is buying Powerchip Semiconductor Manufacturing Corporation’s (PSMC) P5 fabrication site in Tongluo, Miaoli County, Taiwan.
Me waking up and it’s April 06, 2025: Everyone is selling, tariff mania sets in, while everyone is ignoring the cheap HDD/SSD stocks.
Change My Mind: Western Digital (WDC) and Seagate (STX) Are Absurdly Overvalued
Change My Mind: Western Digital (WDC) and Seagate (STX) Are Absurdly Overvalued
POET: The Photonic Solution to the SSD & RAM Shortage
The Green Moat: Why the Global Energy Crunch Can Be a Hidden Catalyst for Pure Storage
Check out HP ZBook 8 G1i 14" Mobile Workstation Ultra 7-265H 32GB 1TB SSD Arc 140T on eBay!
Has the consensus EPS fully priced in expansion from current hyperscale wins to more hyperscalers?
Has MU truly exited the Crucial consumer business? Is this a pivot toward the AI server goldmine, or a sign of impending decline?
NAND flash memory is still in high demand, and Kioxia saw a 33.1% jump from last quarter in Q3 2025 hit a new record high.
Computer hardware prices are going through the roof
Is there interest in a hardened embedded linux based device running a Bitcoin full node?
Everyone is chasing NVIDIA, but Micron might be the better risk and reward
Can anyone clue me in Sandisk SNDK and why it’s up 600% this year
2 years ago I had asked about AI's impact on storage stocks like STX, WD, etc. Is it AI's impact or something else as STX is up 3x since ?
semiconductors - sooner than later the truth may bite
WiMi Announced DMD-SSD High-Speed Digital Hologram Playback
AI - while AI revolution is benefiting NVDA, how come storage providers like STX, WD, Toshiba are down ?
Micron Technology $MU earnings play
What are your thoughts on Micron Technology Q2 earnings?
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
SiliconMotion of the Ocean - Mega Memory Upside Round 2 ($SIMO)
What small cap/penny stocks do you hold that you are convinced will some day go parabolic?
Netlist: one of my favorite companies who recently dropped. $NLST written by Jacob broun
Pros and cons of using a monitor/TV connected via HDMI to 2015/2016 laptop upgraded with 490GB ssd for trading??
Custom Desktop Computer - Ryzen 5 1600, GT 710 2GB GPU, 8GB RAM, 500GB SSD, WiFi | eBay
HP Laptop 14-DK0072NR - Ryzen 5 3500U, 1TB NVMe SSD, 32GB RAM, AX200 Wifi 6 | eBay
$SIMO DD: an undervalued play in computer memory with short-term catalysts
$MU (Micron Technologies) DD (part 2, more concise); A look at the price history on Friday and this week, LPDDR5X DRAM, P/E Ratio, NAND Flash growth, and the CEO's performance.
$MU (Micron Technologies) DD (part 2, more concise); A look at the price history on Friday and this week, LPDDR5X DRAM, P/E Ratio, NAND Flash growth, and the CEO's performance.
MU (Micron Technologies) DD (part 2, more concise); A look at the price history on Friday and this week, LPDDR5X DRAM, P/E Ratio, NAND Flash growth, and the CEO's performance.
What Is Micron Technology (MU) and Why Is It Trending?
What Is Micron Technology (MU) and Why Is It Trending?
CRSR Why PC build model is actually a good business (IN COLOR RGB!)
The most interesting PS in the market now, Netlist inc (NLST)
Activision Blizzard (ATVI) - "The Most Epic Interactive Gaming and Entertainment Experiences on Earth"
$WDC is undervalued vs $STX/Kioxia. 🖖 🚀 prosper my bros
$WDC is undervalued vs $STX/Kioxia. Buy longs and prosper 🖖 🚀
$WDC is undervalued vs $STX/Kioxia. Buy Longs and prosper 🖖 🚀
$WDC undervalued vs Comps (DD) 🚀🚀🚀 by September
Hey Guy's, You Know That Chia Thing I Lost a Bunch of Money on....
Clearing up some misinformation about CRSR
$WDC Western Digital is being driven up by Chia and earnings prospects
Mega DD $WDC Western Digital is being driven up by 'green' ChiaCoin mining and good earnings prospects
$WDC Western Digital is being driven up by 'green' ChiaCoin mining and good earnings prospects
Western Digital Corp ($WDC) DD - Why 2021 is going to be their best year ever and nobody knows about it yet
Western Digital Corporation ($WDC) DD - Why 2021 is going to be their best year ever and nobody knows about it yet
HDD/SSD Shortages ($WDC and $STX Calls)
Western Digital (WDC) insane demand not priced into earnings
Mentions
> is new SSD tech enabling super fast i/o? Nope. Thus the "email timescale answers". Ask it a question. Come back later for the answer. It's going to take a while.
interesting.... I'll look into this more. is new SSD tech enabling super fast i/o? what kind of tokens/s can you get with an SSD?
No. You need that if you want realtime answers. If you are OK with email timescale answers, then you can run it on a $100 SSD.
SK also make Nand SSD even more than sndk or mu. Moreover, they have 7% of kioxia shares as well.
Have you ever used one of their products? Crucial (Micron) is the worst consumer brand of SSD out there, riddled with fundamental hardware failures. I was using one for my Lightroom backup SSD, and it only ever wrote half the files Lightroom told it to, which of course I didn't realize until it was too late. Then I got ahold of Micron for a warranty and I had to pay a bunch of money out of pocket to ship it across the world. You are going to lose it all because that company is trash and you're regarded.
SSDs prices have been cut in half bubble is popping. Look it up yourself 8tb SSD went from 3k to 1.7k overnight
A) if you think this run is tied to their usb flash drives you don’t know anything about the company. They’re growing because of data center demand, not you going to Best Buy for your porn drive. B) What is shitty about their drives? I work in media and their SSD drives have been the best performers for some time.
I'm not kidding when i say this, this computer is free you are just paying for the ram [https://www.walmart.com/ip/Restored-Acer-Aspire-14-AI-Copilot-WUXGA-1920-x-1200-Touchscreen-Laptop-Intel-Core-Ultra-7-258V-32GB-LPDDR5X-RAM-1TB-SSD-Windows-11-Home-Refurbished/20063750152](https://www.walmart.com/ip/Restored-Acer-Aspire-14-AI-Copilot-WUXGA-1920-x-1200-Touchscreen-Laptop-Intel-Core-Ultra-7-258V-32GB-LPDDR5X-RAM-1TB-SSD-Windows-11-Home-Refurbished/20063750152)
There is (was?) no better purchase you could make to improve your PC for the least amount of money than switching to an NVME SSD. It's pretty old news now but that shit is like magic vs HDD.
Does SK also make Nand SSD? basically, is SNDK also over if SK does ADR?
Some analyst forecast Samsung net income would be around $200-240B btw Samsung manufacturer both DRAM and SSD components too
Wendy's memes pumping SSD and RAM prices
All the Wendys AI slop will jack up SSD and RAM prices for years
Thanks for keeping SSD and RAM prices high. Calls on MU
Thanks for keeping SSD and RAM prices high with slop!
Yeah I work in I.T. So I have bunch of ram and SSD sticks laying around.
Great write up. SNDK has new China supply risk. Plus AI datacenter can always reuse last gen SSD with their brand new GPUs, so they might not need to upgrade over time.
$2,650 for a 8TB SSD, and get this, if you want the PS5 branded one with a heatsink, it's $3,000. Calls on SanDisk, puts on my wallet
Wall Street thought memory price hikes would flatten out in Q3, but the brand-new trade data from Taiwan and South Korea proves they completely underestimated the market. What Wall Street expected: Analysts predicted standard Server DRAM and PC RAM price hikes would slow down to just 3% to 13% for Q3. South Korea (Data out June 14): Memory semiconductor export values exploded by 254.9% year-on-year, and enterprise AI SSD storage shipments surged 337.7%. Because factory capacity is completely fixed, this triple-digit value spike proves Q3 contract prices are rising way faster than expected. ————————— ————————— Taiwan’s "Outlandish" Export Numbers (Released June 9, 2026) The Peak: Taiwan’s exports surged 51.7% year-on-year (crushing the market consensus of 41.2%). The Pricing Index: Taiwan’s official export price index rose 18.1%, driven almost entirely by semiconductors. The Upstream Hike: Because supply is so choked, TSMC just confirmed it is moderately raising foundry prices for the second half of the year, with advanced 3nm nodes seeing up to a 15% hike due to soaring raw material and substrate costs. Wall Street expecting $34.4 Billion But looks like it be around \~ $38-40 Billion
$MU $QQQ Wall Street thought memory price hikes would flatten out in Q3, but the brand-new trade data from Taiwan and South Korea proves they completely underestimated the market. What Wall Street expected: Analysts predicted standard Server DRAM and PC RAM price hikes would slow down to just 3% to 13% for Q3. South Korea (Data out June 14): Memory semiconductor export values exploded by 254.9% year-on-year, and enterprise AI SSD storage shipments surged 337.7%. Because factory capacity is completely fixed, this triple-digit value spike proves Q3 contract prices are rising way faster than expected. **The Peak:** Taiwan’s exports surged **51.7% year-on-year** (crushing the market consensus of 41.2%). **The Pricing Index:** Taiwan’s official export price index rose **18.1%**, driven almost entirely by semiconductors. **The Upstream Hike:** Because supply is so choked, TSMC just confirmed it is moderately raising foundry prices for the second half of the year, with advanced 3nm nodes seeing up to a **15% hike** due to soaring raw material and substrate costs
They are really worth something?? I can get hundreds of older drives from work, they throw them out all the time! The old style spinning type hard drives abs the SSD types. Hmmmm.
true, but it's not just HBM, there are currently huge shortages of DD4/DD5/SSD etc. that won't get resolved until 2027 at the soonest. the chinese will be filling in most of that, but i don't see 'em being competitive with HBM anytime soon.
this is called high RAM and SSD prices
i mean they are? gold is worth nothing, and their costs are going up all day for the next 2 years until oil finally normalizes after we open hormuz. Oh, ye, and lets ad maybe 1 or 2 rates *hikes*, until 2028. I rather have a 1 TB SSD than 1 oz bar of gold that does nothing. So yeah, fuck gold and fuck the miners.
no one asked but I still have a thirteen year old Samsung 840 EVO SSD as a secondary drive 🥭 has been eyeing it lately
made that SSD more expensive
Realized a $600 loss today by installing a 2TB SSD in my computer.
My Dell account team is telling me DRAM, NAND, SSD, etc wont see relief until 2027-2028
Have you looked at SSD prices recently?
All aex robots need a CPU, memory, solid state drive, and a hard disk drive That's why AMD, Intel (CPU), Micron, SK Hynix, Samsung (memory), SanDisk (SSD), Western Digital, and Seagate (HDD) are going up But Nvidia & Broadcom aren't because you don't really need a GPU or ASIC for a sex robot
I had **twenty** 2TB SATA SSD's leftover from an old project from 2022. Put them on Facebook marketplace for $400 a pop, someone bought all 20 within 5 minutes. It's madness out there.
Get those SSD and RAM prices even higher with slop
Thanks for keeping SSD and RAM prices high with slop
The bubble is more on a thesis than current numbers For RAM and HDD manufacturers, there’s no moat, Chinese build a few factories of RAM,SSD,HDD, one or two guidance down and will crash very hard to never recover. When it will happen? Is to everyone guess. I doubt that a crash occur this year. There’s a lot of data center and personal computer to update.
Half Dram Half SSD
Thanks for keeping SSD and RAM prices high with slop
Thanks for keeping RAM and SSD prices high. Oh and somehow calls on MU
Memory and SSD prices collapsed on Amazon
I'am trying build a pccfor the fucking first time and this prices are outrageus for ram and SSD . Fuuuuuuuuk
***The year is 2000 and the Dot Com bubble has burst.*** ^(You sit down in front of your CAD grade crt monitor and can console yourself with one of these newly released games:) Deus Ex, Thief 2, Hitman, Diablo 2, Baldurs Gate 2, Stronghold, Shogun Total War, Red Alert 2, Counterstrinke 1.6. ^(Then you boot up your console with your pass me down trinitron crt tv to play:) Final Fantasy IX, Zelda Majoras Mask, Spyro, Perfect Dark, Resident Evil CV, Skies of Arcadia ***The year is 2026 and the AI bubble has burst.*** ^(You sit down in front of your oled monitor that's already developed small faults and boot up Steam to be greeted by game adverts that are in early access despite having a backglog of over 200 owned games. The one game you have installed on your small SSD is currently updating and Nvidia display driver has stopped responding.) ^(Then you boot up your Series X hooked up to you 60 inch TV to be greeted by - "Updating...Sit tight and ......" finally you progess to a McDonalds advert after restarting and logging back in.) ^(In disgust you move to the PS5 "System, Controller and Game update required", then your controller drifts and pulse headphones won't stay connected for more than 5 minutes.) Finally, you give up and go back to buying more Pokemon cards at from your childhood at 100x rrp.
Im trying to get what I can out of this run. But yes something isnt right. Marvell the random boring IT LAN chip and SSD controller maker added like what 60 billion to their valuation in a week. That doesnt make any logical sense. Where did the 60 billion come from? It just fell out of the sky? is it on margin? or is it circular investing from all the other tech companies? this cant continue forever.
I agree completely. Semiconductors have always been a boom and bust cycle business. Growth is typically between 5-15% per year, so even a large increase will easily be absorbed. I'm in this business and I've already seen 3 booms/busts in my short career. I could see this being like 2000, when the market fell out on memory. Consumer PCs will just start shipping with 64GB standard RAM, and SSD capacities will start at 2TB instead of 512GB. Video cards will ship with 32GB. We just get more efficient and sell at a discount. Same as always in downturns.
They have budgeted $190B capex for '26. In their filing, they are saying all their '26 datacenter capacity is already allocated, sold out. Gone. Hence, raising another $80B, which is almost certainly going to be sold out in no time. Google is not a company that spends a premium buying servers from HP/Dell or networking gear from Cisco. They design their own hardware: servers and network equipment in addition to some components, like TPUs. They still buy GPUs from NVDA, CPUs from Intel/AMD, SSD, RAM, in bulk. Their efficiency while spending that capex is impressive. IMO, most salient point is: all that compute capacity is already allocated to tenants, with binding minimum usage contracts. **That is why I am bullish Google, which is slightly different than being bullish AI.** Berkshire handing out $10B at 5% discount should tell you enough. But, what do I know?! I am just another regard here 😂
I actually kinda like this. Especially with their new SSD launch.
Every car has SSD storage in it somewhere 😂
Thanks for keeping RAM and SSD prices high with slop
Thanks for keeping RAM and SSD prices high
Wow they really gonna kill that poor kids 420$ call. SSD
They sell servers and I shit you not the same server that cost 10k in January now sell for over 30k today for our clients. And guess what, when they need to upgrade they upgrade. SSD and ram prices are directly factored in and quotes are barely valid for longer than a few days. Its so bad that we've been looking into buying certified refurbs for our smaller clients because 25k for a ddr5 based server versus 5k for a ddr4 server with 95% performance with a 5 year warranty is hard to pass up. Anyway guess who didn't bother investing after the $20 jump it had today 💀
You wanna know about a *real* game changer? Experience lightning fast loading with an ultra-high speed SSD, 360 degree audio and breathtaking exclusive games- only on **PlayStation 5**. Play has no limits.
Bought Micron in 2019 because I built a PC and having bought a Crucial SSD for it and thinking about buying tech stocks that was not Apple or Taiwan Semi. Literally, that was the entire thought proces, so I bought AMD and Micron. Thought about selling it more than a few times as it lay completely flat for years. A complete nothingburger I never looked at in the charts.
They make SSD, RAM. Well, at least when I had my DDR3 ram computers. Not sure about now.
Corsair was good in the past, their psu mostly. Their ram isn't reliable, g skill is cheaper and better quality. Corsair always been overpriced, Crucial SSD/NVME are better and (or was) cheaper than Corsair
Micron at $1T Never gonna be able to buy a SSD for 50 bucks ever again :(
Micron at $1T Never gonna be able to buy an SSD for 50 bucks ever again :(
I just want 4TB SSD's to go back down
Step 1: Don’t be poor. Step 2: Have RAM and an SSD.
New plan: scoop up a bunch of DDR2/3 RAM sticks, hook them up together with a controller and battery backup, and boom, you have a SSD 🔥 probably good for storing steam games and other data that you don't mind losing.
I work in high tech... and from my perspective, there is still a huge memory shortage on the market. Go on amazon and look how much . You would think that to be bullish for SK Hynix, Samsung, Micron, and others. Just a couple months ago you could get 1TB fast Samsung SSD for $59 Today the same 1TB drive goes for $249 Are we sure MU and all the others are overvalued and deserving of a pullback like this?
A lot of profit taking. Some data center cancellation news. It also reflecting that the tech ceo team came back from China did not drum up any business announcements. SSD, RAM, DRAM are all from volatile industry. Shortage must ship like yesterday then cancellation projection, followed by layoffs. This time how parabolic time will be time will tell. Same with these overvalued HDDs. It is safe to state there is a shortage with other AI activties projected.
Can I speed up the loading, by buying a SSD?
The direct impact would be on **DS**, especially the **Memory division**. That means **DRAM, HBM, NAND, SSD/eStorage** and other memory-semiconductor products are the first things to watch. **TVs, smartphones, and home appliances are under DX**, so they are not directly tied to the same production lines. But there can still be indirect effects through company-wide labor conflict, brand risk, internal component allocation, supply priorities, and the stock price. If the discussion is about **Nvidia / AI chips**, then the core issue is not TVs or phones. It is **HBM and server DRAM**. What Nvidia cares about is not “Samsung Electronics as a whole,” but whether Samsung’s **AI-GPU memory products** can meet requirements for **quality, yield, delivery schedule, and reliability**. There is also an internal union split. The unions are not one perfectly unified bloc. Broadly speaking, there is a **DS / semiconductor-centered camp** pushing hard on performance bonuses and strike action, while many **DX / non-semiconductor workers** are unhappy because they feel the agenda is too biased toward the semiconductor side. That is why the **Donghaeng union**, which is mostly made up of DX workers from areas like home appliances, smartphones, and TVs, withdrew from the joint struggle body. Korean reports also said some non-semiconductor members have been leaving or resisting the strike line because they do not want the whole company dragged into a DS-centered fight. So the cleaner way to say it is: **This is not “all of Samsung Electronics is affected equally.” The primary risk is DS, especially Memory/HBM. DX products like phones, TVs, and appliances are only indirectly affected unless the labor conflict spreads into broader company operations. The union side is also split between a semiconductor-centered hardline faction and a DX/non-semiconductor faction that feels sidelined.**
Apparently in the Kioxia Q&A they talked about how the HBM shortage helps SSD sales because they're using NVMe SSDs to buffer instead.
Kioxia seems.. good? the planning on releasing an ADR in USA. Idk if its enough to 'save' memory, but its another clear case of 'we making a lot of money'. the stock itself didnt really move. it was -10% before earnings, pumped to -7% 5mins before report, now dropped down to -8.5% after report. So for now, not much reaction - which i guess is good if u can meet the insane expectations and not crash. Gemini summary: * **Full-Year Revenue:** ¥2,261.2 Billion *(Hit the absolute top-end ceiling of prior guidance)* * **Q4 Operating Profit:** ¥512.4 Billion *(Crushed Wall Street expectations on massive AI enterprise SSD margins)* * **Full-Year Net Income:** ¥508.9 Billion *(Pushed right against the upper boundary of their forecast)* * **FY2026 Capex Guidance:** ¥400 Billion – ¥450 Billion *(Disciplined spending, avoiding the oversupply trap)*
Same for SSD and HDD companies, 2 years ago they all decided to produce on firm POs instead of projections.
Basically this. You had to not be interested in computers at all to miss SNDK, which is valid. I understand not understanding why DRAM is important to AI (they have tripled since I last checked months ago). I saw RAM prices double in a week, and SSD prices doubled after that. Sometimes, you happen to have a career or hobby in a related field that can make you rich. Other times, you have to blatantly ignore the world happening around you, which would have been NVDA and GOOG.
Brah I literally bought a SanDisk SSD the beginning of this year and went what the fuck when did memory get so expensive. Didn’t even think about the stonks
When SNDK $30, 1TB SSD was at 80$ Now SNDK $1500, 1TB SSD is at 200$ If 1TB SSD back to 80, SNDK will back to $30
My best return this year was buying a 2TB SSD in Jan.
What is wrong with NAND SSD?
DRAM ETF - This is a new ETF for memory, including HBM4 DRAM, SSD and HDDs. Get in before this skyrockets. Ticker is called DRAM!!!
Big US labs definitely don't. Why do you think Deepseek came out of Gyna where there's restrictions on Nvidia hardware? US labs just spent countless billions buying up years of RAM, GPU, and SSD production. 100X cheaper training and inference cost would bankrupt many of them.
SNDK is just storage, not memory. They use a DRAM cache in there SSD's, though.
Those AI investors wouldtn spend one trillion dollars into AI datacenters and the bond buyers wouldnt have bought around 600 billion worth of bonds to finance this thing... at the one hand it could go on forever, or it could turn out that AI is a wrong turn. Since most financing and buildouts are betting between a return of invest between 2029 and 2030 those years would be the key, actually the market is a safe bull run for those who make the hardware and sell them to hyperscalers... processors, memory, AI hardware, SSD storage, and think how sensitive Constellation and Uranium Energy reacts on Mag 7 ups and downs... the future AI needs hardware but also electric power, a grid between the power plant and the consuming data center... that is a cluster of technology. Actually that alone drives the stock market up, other sectors are even declining. Look at the Dow index, (DJIA) it is frozen at 49K where the Nasdaq makes one K after another. The Dow is more in health care, credit card companies, industry... and Nvidia. The SP500 has more tech stocks so it is up also. It could happen that the traditional sectors will be up again when the tech sector corrects... and there will be corrections, but it would be far to early to short anyhting, or buying puts. That would be just wasting time value or money so to say.
Sandisk makes storage. Micron makes Dram (regular computer memory), HBM (memory that goes in AI servers) as well as making SSD storage like Sandisk Longer term MU is the better company. But that has nothing to do with stock price.
No that's spot NAND, retail gaming has nothing to do with datacenter SSD supplies
No NAND and SSD memory/storage
To think, I was considering building a baller rig for $5,000 not that long ago: 256 GB RAM 64 core Threadripper 3 TB SSD 12 GB Ti GPU Now that shit is prob $20,000
When SNDK was $30, 1TB SSD was 70 Now SNDK is $1300, 1TB SSD is 150 When 1TB SSD back to $70, Sandisk will be back to $30
Fuck, I forgot. Yes, some RAM and SSD storage to make sure that our friends over at MU, SNDK, STX, and WDC also get their taints tickled
#So we got GPU shortage, CPU shortage, RAM shortage, SSD shortage. We have a shortage of all computer parts except for keyboard and mouse LMAO🤌
Idk who needs to hear this but MU is still undervalued. They announced this morning they are starting to ship their new 245-terabyte solid-state drive called the Micron 6600 ION SS, the most powerful commercially available SSD. Currently sitting at 27x trailing/9x forward PE ratio vs SNDK’s 43x trailing/ 19x PE ratio
New SSD got released today. 245TB for data center.
But the whole pump is based on the SSD/memory shortage. How long will that realistically last before more producers enter the market? 1-2 years?
I bought MU 2 years ago because I liked the SSD I bought off Amazon.
So storage is dead? i can finally buy an SSD?
SanDisk(chat g p t) (spinoff / NAND exposure) More fragile than it looks Why: Pure NAND exposure (consumer + enterprise SSD) Benefits from price recovery—but: Problem: NAND cycles are: More volatile More oversupply-prone Amazon read-through: Yes, AWS storage demand helps But NAND is not the bottleneck Amazon is worried about 👉 Translation: Good, but not where the real shortage
I understand why Micron surged to the moon: * LLMs ("AI") require huge amounts of memory in every dimension of computing * OpenAI cornered the market, sending the supply/demand curve out of whack I cannot understand why Sandisk has done the same: * Although low-latency storage is important, I don't see any critical "AI" application where SSDs make or break the system * There's no "paging" mechanism on the horizon for juggling data between DRAM and SSD for GPUs which would increase the value proposition of SSDs in the coming years I want to short Sandisk, but fighting an exuberant mob isn't a good battle to pick
Let me stop you right there buddy. The CPU at best is just the dude routing data streams. Sure he may pull out a fancy XOR instruction or do something cheeky with FP math but for the most part he is the bus driver from the parking lot called the SSD/HDD/Nvme to amusement park known as the GPU. Don’t get me wrong for embedded stuff CPUs/Microcontroller performance absolutely matters. But I can’t recall the last time I cared about CPU performance in my computer. Hell all I look for now is how many cores it has and how many PCIE lanes it supports
Bought myself an Acer Aspire Go with 32gb RAM, 1tb SSD. AMD ryzen chip with HD graphics card. Got it on sale for under $700 and it's a fantastic laptop for trading. I've always had intel chips and they've been great but this AMD chip is fantastic. That said, they're still probably gonna dump on fantastic earnings cuz that's what they do but they deserve the run up.
What a shitty graph of significances. What is MacBook? Is this the intel migration when iBook became MacBook? Where’s MacBook Air Rev B where it went to the solid state interior (no fan and SSD)? Where’s Apple Watch? iPad? Ai made this, didn’t it?
there is little cpu demand. it's all gpu/ram/SSD. Intel should be taking another stab at optane but the issue is they never made it (it was a partnership with micron) and micron is making too much bank with hbm to bother with optane currently. So Intel would have to spin up optane in their own fabs.
Great, _what data_ are you transfering on those long-haul links? * Why are huge GPUs in-demand? Because neural networks require trillions of floating point operations per second to compute anything * Why is memory (RAM) in-demand? Because neural networks need to store tens to hundreds of gigabytes of "weights" in local memory for each model, plus tens to hundreds of gigabytes of cached results in the same memory pool * Why is flash memory in-demand? Because people are trying their best to offload as much as possible from RAM to SSD, relying on high-bandwidth transfer to shuffle data between RAM and local SSD * Why are datacenters themselves in-demand? There is a huge need for physical facilities where the above 3 things can be physically deployed and powered * Why are HDDs in-demand? <silence here> * Why is photonic-based networking in-demand <more silence here> The primary inputs and output to these "AI" datacenters is plain text. You can ask a 10 word question to a model running on $1 million dollars worth of hardware which emits a 10 word response. Where's the grand need for long-range network bandwidth in that equation?
1. IPOs don't significantly increase the value of the stock market. All they do is increase volatility. You can look this up if you don't believe me. 2. The AI boom is completely fabricated propaganda, and a few CEO's have already publicly admitted that they are not a major financial benefit to companies. The cost does not justify the production. 3. Companies are not doing well. There's massive layoffs across all the major tech companies, and there's currently a shortage of graphic cards and SSD's.
SNDK is using their storage to save all the mean things you said about them. Hope you enjoy having to use your portable Samsung SSD like a PLEBEIAN
For starters, global demand isn’t going up — demand is staying the same while supply is being shocked. So supply is going down, and America has oil, so they’ll sell it at a higher price… …well if America hyper-focuses on selling domestic oil internationally, that FURTHER SHOCKS SUPPLY for Americans who still need gas for ourselves. Hence, prices go further up. That’s more profit on the books for American oil corps — bad news for the consumers. We’ve already been seeing this exact problem in man-made supply shocks (in tandem with temporary increases in demand) with consumers GPUs, RAM, SSD storage, etc.
So just like the RAM, GPU, and SSD markets — Americans are about to suffer while monopolies make record profits due to man-made scarcity… Cool cool cool cool cool cool cool cool…