Cruise橘子哥.🍊🦧
Cruise橘子哥.🍊🦧
大A难民转战美股东山再起、 超级热爱体验好的产品、一个有温度的菜橘！
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The era of AI is booming, and recently the US stock market's storage sector has been talked about every day, with NAND, DRAM, and HBM flying everywhere. Do you all know what they are? 😂 Here's a popular science post to boost your knowledge
1. NAND
Pronounced /nænd/, roughly like "Nan-de" in Chinese.
Full name NAND Flash, which is flash memory.
Its main feature is that data is not lost when power is off, providing persistent storage.
It's everywhere around us: SSD solid-state drives, USB drives, memory cards, the 256G or 1TB internal storage in phones—all of these use it. Large SSDs in enterprise servers also use NAND.
SanDisk's core asset is NAND; AI datasets and vector databases ultimately rely on it.
In short, it's used for storing data.
2. DRAM
Pronounced /ˈdræm/, roughly like "Dram."
Full name Dynamic Random Access Memory, which is the running memory.
All data is cleared when power is off, but it's much faster than NAND.
Corresponding products include computer RAM sticks, 12G/16G phone RAM, and server memory.
Temporary data during GPU computations is stored in DRAM.
In short, it's used for running processes; it doesn't store data long but runs fast.
3. HBM
No need to memorize the pronunciation; just say the letters one by one.
Full name High Bandwidth Memory, a high-end upgrade of DRAM.
While regular DRAM chips are laid flat on the motherboard, HBM stacks multiple layers of chips vertically, maximizing bandwidth.
High-end AI GPUs like Nvidia H100/H200 and AMD MI series come standard with HBM.
Note that HBM is not a separate category; it is still part of the DRAM family, just a high-end form.
Production mainly relies on three companies: Micron MU, Samsung, and SK Hynix.
Finally, just remember roughly: NAND is for storage, DRAM is for running processes, and HBM is a special fast-running memory for AI.
Is everything clear now? #AI 🦧 #USStockMarketKnowledge
Damn, when it rains, it pours; the clear bill has also been shelved
With the Democrats in power, even Trump is having a hard time, giving a sense of reckoning after the autumn harvest～
Crypto is dropping in response tonight!
Cruise橘子哥.🍊🦧
The Dow Jones surged over 1,500 points overnight, up 3%. The Democrats took control of both the House and Senate. Funds shifted from AI hardware to platform giants, with Microsoft rising nearly 7% to over $550, hitting an all-time high and a market cap of $4.1 trillion.
Apple rose just over 5%, with its stock price above $340 and a market cap just over $5 trillion, pushing Nvidia off the top spot globally.
My holdings in storage and optical communications were hit the hardest: Seagate fell 8%, SanDisk and Micron dropped around 7%, Western Digital nearly 7%, CoreWeave down 9%, and the Philadelphia Semiconductor Index fell 3%.
With the Democrats taking both chambers, the market is starting to reassess data center expansions, bringing licensing and community resistance to the forefront. Companies providing computing power equipment took the initial hit.
MD, hold steady! #OKX
@bot Please add an image in the comments section
The Dow Jones surged over 1,500 points overnight, up 3%. The Democrats took control of both the House and Senate. Funds shifted from AI hardware to platform giants, with Microsoft rising nearly 7% to over $550, hitting an all-time high and a market cap of $4.1 trillion.
Apple rose just over 5%, with its stock price above $340 and a market cap just over $5 trillion, pushing Nvidia off the top spot globally.
My holdings in storage and optical communications were hit the hardest: Seagate fell 8%, SanDisk and Micron dropped around 7%, Western Digital nearly 7%, CoreWeave down 9%, and the Philadelphia Semiconductor Index fell 3%.
With the Democrats taking both chambers, the market is starting to reassess data center expansions, bringing licensing and community resistance to the forefront. Companies providing computing power equipment took the initial hit.
MD, hold steady! #OKX
@bot Please add an image in the comments section
