Latest Articles
How to Distinguish A-Share and Hong Kong Stock Memory-Related Companies? H-Shares, A-Shares, and Business Classification Explained
Learn how to distinguish memory-related A-share and Hong Kong stock companies, including H-shares, A+H listings, business classification, typical company categories, valuation differences, and investment risks.
SMIC 0981.HK vs Hua Hong Semiconductor 1347.HK: The Relationship Between Foundry Stocks and the Memory Supply Chain
How closely are SMIC 0981.HK and Hua Hong Semiconductor 1347.HK related to the memory supply chain? This article compares the two Hong Kong semiconductor stocks from the perspectives of foundry business models, specialty technologies, eNVM, standalone NVM, NOR Flash, MCU, gross margin, utilization rate, and cyclical risks.
What Are the Key Segments of the Hong Kong Advanced Packaging Supply Chain? A Breakdown of Equipment, OSAT, and HBM-Related Opportunities
Explore the Hong Kong advanced packaging supply chain, including equipment, OSAT, HBM, CoWoS, substrate materials, and AI hardware opportunities. This article analyzes the industry position, growth drivers, order visibility, and key risks of companies such as ASMPT.
Which Hong Kong-Listed Companies Are Related to Memory Chip Design? Non-Volatile Memory, MCU and FPGA Relevance
How should you screen Hong Kong-listed companies related to memory chip design? Starting from GigaDevice, Shanghai Fudan and Montage Technology, this article analyzes the real relevance of non-volatile memory, MCU, FPGA, memory interface chips, AI servers, automotive electronics and industrial control.
How to Read Pure Storage and NetApp Earnings? ARR, Cloud Revenue, Gross Margin, and Cash Flow Metrics
How should you read Pure Storage and NetApp earnings? This article analyzes PSTG and NTAP from the perspectives of ARR, subscription revenue, RPO, Hybrid Cloud, Public Cloud, all-flash, gross margin, free cash flow, shareholder returns, growth quality, profitability, and key risks.
How Should You View Seagate’s HAMR Technology? Nearline HDD Capacity Upgrades and the Supply-Demand Cycle
Seagate’s HAMR technology is pushing Nearline HDDs from 30TB toward 44TB and beyond. This analysis explains the Mozaic platform, AI data center demand, the HDD supply-demand cycle, the impact on STX, and key risks.
Micron MU vs Seagate STX: Who Benefits More from AI Server Memory and Nearline Hard Drives?
Micron MU and Seagate STX both benefit from AI data center growth, but they benefit from different parts of the infrastructure stack. Micron is more exposed to HBM, DRAM, and server memory upgrades, while Seagate benefits more from nearline HDDs, HAMR, and large-scale data storage demand.
How Should SSDs and HDDs Work Together in AI Data Centers? Performance, Capacity, Cost, and Hot vs. Cold Data Compared
AI data centers are not only about GPUs. The way SSDs and HDDs are divided across training, inference, data lakes, backup, and archive layers affects performance and cost. This guide compares SSDs and HDDs in AI data centers across latency, capacity, TCO, energy use, rack density, and hot/cold data tiering.
How Do AI Servers Drive Storage Demand? The Roles of HBM, Server DRAM, Enterprise SSDs, and HDDs
AI servers are reshaping storage demand. This article explains how HBM, server DRAM, enterprise SSDs, QLC SSDs, and HDDs support AI training, inference, data lakes, and archiving, and how to analyze the AI storage supply chain.