Matt Teo

NAND contract prices and spot prices reflect different market layers. Understanding enterprise SSDs, consumer SSDs, AI data center demand, inventory, and channel price differences can help you assess NAND cycles and their impact on storage stocks.

Shanghai Fudan 01385.HK has a non-volatile memory business covering EEPROM, NOR Flash, SLC NAND, and high-reliability memory. This analysis explains its application scenarios, competitive landscape, earnings impact, and key risks.

How do foundries participate in the AI storage chain? This article analyzes the real relationship between foundries and the storage industry from the perspectives of AI accelerators, HBM, CoWoS advanced packaging, mature nodes, eNVM, PMICs, MCUs, and industry division of labor.

Why is HDD supply tightening? This article explains how AI data centers, nearline HDDs, exabyte shipments, long-term purchase agreements, and the pricing power of Western Digital and Seagate affect stocks.

Is SMIC 0981.HK a memory chip stock? This article explains SMIC’s role as a foundry, its relationship with DRAM, NAND, HBM, embedded non-volatile memory, mature nodes, and the memory cycle.

Compare U.S. storage stocks and Hong Kong storage-related stocks, including Micron, Western Digital, Seagate, Sandisk, ASMPT, Shanghai Fudan Microelectronics, and Lenovo. Learn how they differ in business purity, upside potential, risk structure, and suitable use cases for cross-market storage-sector research.

HDDs are gaining renewed attention in the AI era not because they are faster than SSDs, but because AI data centers, cold data, object storage, and long-term archiving are creating larger capacity needs. Learn how HDDs, SSDs, and enterprise SSDs divide their roles, and how HAMR, SMR, TCO, and the storage supply chain affect the market.

Micron earnings should not be judged only by EPS and after-hours stock moves. To analyze MU earnings, focus on revenue mix, gross margin, DRAM and NAND pricing, HBM demand, inventory, capital expenditure, and next-quarter guidance to assess whether AI memory demand and the memory cycle remain in an upswing.

Cross-border transfers are often flagged because of identity checks, source-of-funds reviews, transaction purpose, recipient information, sanctions screening, and anti-money laundering controls. Learn the common reasons, required documents, and practical steps to reduce transfer delays, returns, and account restrictions.