顺创投资
2026.04.22 13:25

The more HBM used, the more severe the squeeze on NAND capacity. Additionally, each generation of HBM is more difficult to produce and consumes more capacity, leading to a greater shortage of NAND $Sandisk(SNDK.US)

LongPort - 顺创投资
顺创投资

$Micron Tech(MU.US) Google's newly released TPU cluster uses 6.8 times more HBM than the previous generation.

$Sandisk(SNDK.US)

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