Round 1 of THE ULTIMATE BATTLE OF THE BITS. Which is the better investment?
Sweet post! When is part 2 coming? More curious about nand demand :)
This week probably.
NAND demand is the single most fascinating thing to me in memory. Could be an absolute degen idea
Looking forward to reading part 2 on NAND demand as well. Excellent piece above!
Great article! I enjoy the meme. Keep it coming please
Looking forward for NAND demand as well
What's your take on Damnang's post about CXMT saying that they can just bypass the current tech and go straight to 3D DRAM?
curious to know as well...
Kioxia partners with SanDisk, having combined share (according to your numbers) of 31%. And since they are partners, they can coordinate prices.
Sweet post! When is part 2 coming? More curious about nand demand :)
This week probably.
NAND demand is the single most fascinating thing to me in memory. Could be an absolute degen idea
Looking forward to reading part 2 on NAND demand as well. Excellent piece above!
Great article! I enjoy the meme. Keep it coming please
Looking forward for NAND demand as well
What's your take on Damnang's post about CXMT saying that they can just bypass the current tech and go straight to 3D DRAM?
curious to know as well...
Kioxia partners with SanDisk, having combined share (according to your numbers) of 31%. And since they are partners, they can coordinate prices.