Neve Chua

After Western Digital spun off SanDisk, WDC’s core business shifted toward HDDs, Cloud, nearline drives, and AI data center capacity storage. This article explains WDC and SanDisk’s post-separation business boundaries, the HDD pure-play logic, revenue drivers, earnings quality, risks, and investor framework.

This Micron MU earnings preview focuses on HBM4 ramp-up, DRAM ASP, bit shipments, data center revenue, gross margin, capex, free cash flow, and strategic customer agreements, helping investors understand how the AI memory cycle may affect MU stock.

HAMR is a heat-assisted magnetic recording technology designed to increase HDD areal density and drive capacity. Learn how HAMR works, why nearline HDD demand is rising, how Seagate’s Mozaic roadmap differs from Western Digital’s ePMR / UltraSMR / HAMR strategy, and what AI data centers mean for high-capacity hard drives.

EEPROM, NOR Flash, and SLC NAND are all non-volatile memories, but they serve different purposes. This guide compares their technical differences and explains how they relate to Shanghai Fudan Microelectronics’ 01385.HK memory business, including product lines, revenue structure, use cases, and key investor watchpoints.

Microsoft, Amazon, Google, and Meta’s AI capex is reshaping the investment logic for storage stocks. Learn how cloud infrastructure spending flows into HBM, DRAM, SSDs, HDDs, and enterprise storage companies.

Falling inventory at storage companies is not automatically bullish. Learn how to read inventory, DIO, gross margin, ASP, cash flow, write-downs, and AI storage demand when analyzing the inventory cycle.

Who are the leading HBM companies? This article compares Samsung, SK hynix, and Micron across market share, HBM3E and HBM4 product progress, customer certification, advanced packaging, financial leverage, and business structure.

Why does HBM supply remain tight? This article explains the supply-demand bottlenecks behind HBM3E and HBM4 from the perspectives of AI GPU and ASIC demand, DRAM wafer allocation, TSV stacking, CoWoS advanced packaging, long-term customer agreements, and price transmission.

HBM stocks and GPU stocks both benefit from AI compute demand, but they differ in supply-chain position, profit drivers, technical barriers, and cycle risks. This article compares GPUs, HBM, high-bandwidth memory, AI accelerators, advanced packaging, and the memory cycle to help you understand the core differences between the two types of stocks.