May. 12 at 10:10 PM
The Five Layers of Memory
1. Near Memory:
Sk hynix, Samsung ,MU
2. Main Memory:
Sk hynix, Samsung, CMXT, MU
3. Expansion Memory:
SK hynix, Samsung, MU, ALAB, MRVL ,MCHP ,RMBS
4. Contexted Memory:
SK hynix, Samsung, Kioxia, MU ,WDC , SNDK, SIMO
5. Data Lakes:
$STX,
$WDC ,
$DELL ,
$NTAP , P ,
$HPE ,IBM
Data Lakes are the "Ultimate Oil Reserves" of the AI era! ๐ As unstructured data becomes a training necessity,
$STX and
$WDC are seeing a massive revival in high-capacity HDD demand. Meanwhile,
$DELL and
$NTAP are the go-to picks for enterprises building private LLMs via flash arrays.
In the "Data-is-King" phase, do you prefer the hardware vendors or the architecture integrators? Which one is the real long-term "anchor" for your portfolio? Letโs discuss!
