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Storage
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From January to September, profits in China's electronics industry surged by 1.0 times year-on-year
From January to September, profits in China's electronics industry surged by 1.0 times year-on-year, driving a 9.6 percentage point increase in profits for all industrial enterprises above designated
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Western Digital CFO Backs AI Storage Demand, Citing No Signs of Customer Hesitation; Aggressive Capex Raises Concerns, Stock Falls 3%
Western Digital CFO Kris Sennesael refuted the "peak AI demand" theory during the Q1 earnings call on October 22, stating that hyperscale cloud service provider clients continue to expand capital expe
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Filecoin will gradually reduce the proportion of block rewards allocated to paid storage from 95% to 50% over approximately nine quarters, according to FIP-0118. The unearned service share will be burned.
Filecoin will gradually reduce the proportion of block rewards allocated to paid storage from 95% to 50% over approximately nine quarters, according to FIP-0118. The unearned service share will be bur
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Counterpoint: China's memory giant Yangtze Memory Technologies Co. (YMTC) is set to grow revenue six times faster than peers this year, with an IPO plan approaching.
Chinese leading flash memory manufacturer Yangtze Memory Technologies Corp (YMTC) is projected to see its revenue grow six times faster than its industry peers this year, as it expands its server-rela
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Storage sector under pressure, with Micron and SanDisk leading losses on Monday, due to catch-up selling in the South Korean market, the end of buybacks, and progress in CXMT's 4F² architecture.
The storage sector experienced a concentrated sell-off on Monday, with Micron closing down 3.88% and SanDisk falling 5.97%. Micron is now down nearly 20% from its June high. This correction was primar
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Ultimate Security: An In-Depth Look at Five Bitcoin Storage Strategies
For Bitcoin holders prioritizing ultimate security, traditional storage methods may not suffice against potential risks. This article delves into five "paranoid" level Bitcoin storage strategies, including physically damage-resistant metal seed phrase storage, air-gapped devices to eliminate cyber threats, multi-signature wallets for enhanced shared control, geographically dispersed redundant backups for disaster recovery, and Faraday cages to defend against electromagnetic attacks. These methods aim to maximize the protection of Bitcoin private keys from physical damage, cyber intrusion, and other unpredictable threats.
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Anonymous analyst Mr. P: The "ten-year demand visibility" of AI hyperscale cloud vendors is a lie; storage remains cyclical, and storage spending may reach $500-700 billion next year.
Anonymous analyst Mr. P stated in a podcast on September 26 that hyperscale cloud vendors cannot predict the situation two years from now, and the market's "never-ending super cycle" assumption for AI
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Micron Executive Warns: Storage is the AI Performance Bottleneck, Substantial New Capacity Not Expected Until After 2028
Sumit Sadana, Senior Advisor to the CEO of Micron Technology, stated at the Six Five Summit 2026 that memory has become the most critical bottleneck determining AI system performance. He revealed that
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Longsys Founder Cai Huabo Says 78% of Proceeds to Go Into R&D to Ride AI Memory Wave
Longsys Electronics Founder Cai Huabo says 78% of proceeds will go into research and development as the company shifts from a module house to a semiconductor memory brand. With expansion plans in Braz
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CX Technology's stock price rose by 12%, reaching a new high, with its market value surpassing 4 trillion yuan to become the "market cap leader" in A-shares.
CXMT closed up 12% today, with its total market capitalization once again exceeding 4 trillion RMB, surpassing Tencent on the Hong Kong stocks to become the "market cap leader" in A-shares. Huacheng S
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Citrini Analyst: Still Bullish on Storage; Negative News Is Drawing More Attention
Svmuu News: Citrini analyst jukan posted on X, noting that bearish views and rumors regarding NAND appear to be circulating recently, particularly from China, along with negative news related to QLC p
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The U.S. memory sector rebounded modestly, with SK Hynix shares rising 4.15%
Svmuu News: According to data from MSX.COM, the U.S. chip and memory sectors saw a moderate rebound, with NVIDIA’s stock price rising 1.5%, TSMC’s stock price rising 1.85%, and Broadcom shares rose 2.
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Serenity: Micron Technology Signs Long-Term Memory Agreement with Qualcomm; AI Storage Stocks’ Decline May Be Largely Due to Deleveraging Pressure
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted that Micron ($MU) announced today that it had signed a long-term memory supply agreement with Qualcomm ($QCOM), but the market reac
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Industry Sources: Storage Faces a Structural Shortage That Could Last for Several Years; Large-Scale CPO Deployment Postponed Until the End of 2028
Svmuu News: Dylan Patel, founder of SemiAnalysis—a leading research firm specializing in semiconductors and AI infrastructure—recently gave an exclusive podcast interview in which he systematically ou
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BitMart Launches "AI & Storage Stock Frenzy" Event with a Total Prize Pool of 150,000 USDT
Svmuu News: According to official reports, BitMart has launched the “AI & Storage Stock Carnival” event, The event runs from June 26 to July 11, 2026, with total rewards of 150,000 USDT, covering popu
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In a pre-market sell-off, U.S. storage-related stocks SanDisk and Micron. Technology fell more than 9%
Svmuu News: According to MSX data, storage stocks in the South Korean market plummeted, dragging down U.S. storage stocks, which fell sharply across the board in premarket trading. Among them, SanDisk
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"The New Stock Guru": Missing the AI Supercycle Could Come at a Huge Cost; Photonics, Storage, and Neoclouds Are Worth Watching
Svmuu News: “The New Stock Guru” Serenity posted on X, expressing curiosity about how investors will feel after missing out on the AI supercycle. Serenity believes that photonics, memory, and Neocloud
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“The White-Haired Stock Guru” Serenity: Three months ago, the market was generally bearish on the storage sector; I recommended stepping back from the prevailing narrative and thinking independently.
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, stating that three months ago, the market was generally bearish on the memory sector, but since then, several memory and related assets
-
U.S. semiconductor and memory-related stocks rose across the board, with SanDisk up more than 10%
Svmuu News: According to data from MSX.COM, U.S. storage-related stocks surged across the board, with SanDisk rising more than 10% and Western Digital and Micron. rising more than 7%, driving the over
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"The White-Haired Stock Guru" Serenity: Three Major Tech Themes Gain Momentum; Photonics and Storage May Become the Next Key Focus
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually materializing in the m
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U.S. storage-related stocks continued to rise, with SanDisk surging more than 4% as its share price approached an all-time high
Svmuu reported that, according to MSX.COM data, US-listed memory and storage concept stocks continued their rally. SanDisk surged over 4%, with its stock price approaching an all-time high; Western Di
-
From January to September, profits in China's electronics industry surged by 1.0 times year-on-year
From January to September, profits in China's electronics industry surged by 1.0 times year-on-year, driving a 9.6 percentage point increase in profits for all industrial enterprises above designated
-
Western Digital CFO Backs AI Storage Demand, Citing No Signs of Customer Hesitation; Aggressive Capex Raises Concerns, Stock Falls 3%
Western Digital CFO Kris Sennesael refuted the "peak AI demand" theory during the Q1 earnings call on October 22, stating that hyperscale cloud service provider clients continue to expand capital expe
-
Filecoin will gradually reduce the proportion of block rewards allocated to paid storage from 95% to 50% over approximately nine quarters, according to FIP-0118. The unearned service share will be burned.
Filecoin will gradually reduce the proportion of block rewards allocated to paid storage from 95% to 50% over approximately nine quarters, according to FIP-0118. The unearned service share will be bur
-
Counterpoint: China's memory giant Yangtze Memory Technologies Co. (YMTC) is set to grow revenue six times faster than peers this year, with an IPO plan approaching.
Chinese leading flash memory manufacturer Yangtze Memory Technologies Corp (YMTC) is projected to see its revenue grow six times faster than its industry peers this year, as it expands its server-rela
-
Storage sector under pressure, with Micron and SanDisk leading losses on Monday, due to catch-up selling in the South Korean market, the end of buybacks, and progress in CXMT's 4F² architecture.
The storage sector experienced a concentrated sell-off on Monday, with Micron closing down 3.88% and SanDisk falling 5.97%. Micron is now down nearly 20% from its June high. This correction was primar
-
Anonymous analyst Mr. P: The "ten-year demand visibility" of AI hyperscale cloud vendors is a lie; storage remains cyclical, and storage spending may reach $500-700 billion next year.
Anonymous analyst Mr. P stated in a podcast on September 26 that hyperscale cloud vendors cannot predict the situation two years from now, and the market's "never-ending super cycle" assumption for AI
-
Micron Executive Warns: Storage is the AI Performance Bottleneck, Substantial New Capacity Not Expected Until After 2028
Sumit Sadana, Senior Advisor to the CEO of Micron Technology, stated at the Six Five Summit 2026 that memory has become the most critical bottleneck determining AI system performance. He revealed that
-
Longsys Founder Cai Huabo Says 78% of Proceeds to Go Into R&D to Ride AI Memory Wave
Longsys Electronics Founder Cai Huabo says 78% of proceeds will go into research and development as the company shifts from a module house to a semiconductor memory brand. With expansion plans in Braz
-
CX Technology's stock price rose by 12%, reaching a new high, with its market value surpassing 4 trillion yuan to become the "market cap leader" in A-shares.
CXMT closed up 12% today, with its total market capitalization once again exceeding 4 trillion RMB, surpassing Tencent on the Hong Kong stocks to become the "market cap leader" in A-shares. Huacheng S
-
Citrini Analyst: Still Bullish on Storage; Negative News Is Drawing More Attention
Svmuu News: Citrini analyst jukan posted on X, noting that bearish views and rumors regarding NAND appear to be circulating recently, particularly from China, along with negative news related to QLC p
-
The U.S. memory sector rebounded modestly, with SK Hynix shares rising 4.15%
Svmuu News: According to data from MSX.COM, the U.S. chip and memory sectors saw a moderate rebound, with NVIDIA’s stock price rising 1.5%, TSMC’s stock price rising 1.85%, and Broadcom shares rose 2.
-
Serenity: Micron Technology Signs Long-Term Memory Agreement with Qualcomm; AI Storage Stocks’ Decline May Be Largely Due to Deleveraging Pressure
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted that Micron ($MU) announced today that it had signed a long-term memory supply agreement with Qualcomm ($QCOM), but the market reac
-
Industry Sources: Storage Faces a Structural Shortage That Could Last for Several Years; Large-Scale CPO Deployment Postponed Until the End of 2028
Svmuu News: Dylan Patel, founder of SemiAnalysis—a leading research firm specializing in semiconductors and AI infrastructure—recently gave an exclusive podcast interview in which he systematically ou
-
BitMart Launches "AI & Storage Stock Frenzy" Event with a Total Prize Pool of 150,000 USDT
Svmuu News: According to official reports, BitMart has launched the “AI & Storage Stock Carnival” event, The event runs from June 26 to July 11, 2026, with total rewards of 150,000 USDT, covering popu
-
In a pre-market sell-off, U.S. storage-related stocks SanDisk and Micron. Technology fell more than 9%
Svmuu News: According to MSX data, storage stocks in the South Korean market plummeted, dragging down U.S. storage stocks, which fell sharply across the board in premarket trading. Among them, SanDisk
-
"The New Stock Guru": Missing the AI Supercycle Could Come at a Huge Cost; Photonics, Storage, and Neoclouds Are Worth Watching
Svmuu News: “The New Stock Guru” Serenity posted on X, expressing curiosity about how investors will feel after missing out on the AI supercycle. Serenity believes that photonics, memory, and Neocloud
-
“The White-Haired Stock Guru” Serenity: Three months ago, the market was generally bearish on the storage sector; I recommended stepping back from the prevailing narrative and thinking independently.
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, stating that three months ago, the market was generally bearish on the memory sector, but since then, several memory and related assets
-
U.S. semiconductor and memory-related stocks rose across the board, with SanDisk up more than 10%
Svmuu News: According to data from MSX.COM, U.S. storage-related stocks surged across the board, with SanDisk rising more than 10% and Western Digital and Micron. rising more than 7%, driving the over
-
"The White-Haired Stock Guru" Serenity: Three Major Tech Themes Gain Momentum; Photonics and Storage May Become the Next Key Focus
Svmuu News: "The White-Haired Stock Guru" Serenity posted on X, stating that the three major investment themes he proposed earlier—Neoclouds, Photonics, and Memory—are gradually materializing in the m
-
U.S. storage-related stocks continued to rise, with SanDisk surging more than 4% as its share price approached an all-time high
Svmuu reported that, according to MSX.COM data, US-listed memory and storage concept stocks continued their rally. SanDisk surged over 4%, with its stock price approaching an all-time high; Western Di
-
Ultimate Security: An In-Depth Look at Five Bitcoin Storage Strategies
For Bitcoin holders prioritizing ultimate security, traditional storage methods may not suffice against potential risks. This article delves into five "paranoid" level Bitcoin storage strategies, including physically damage-resistant metal seed phrase storage, air-gapped devices to eliminate cyber threats, multi-signature wallets for enhanced shared control, geographically dispersed redundant backups for disaster recovery, and Faraday cages to defend against electromagnetic attacks. These methods aim to maximize the protection of Bitcoin private keys from physical damage, cyber intrusion, and other unpredictable threats.
Storage
24H Trending
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1
Samsung Electronics is down 4.44% from its previous close, now trading at ₩231,250.
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2
SK Hynix is up 5.58% from its previous close, now trading at ₩1,570,000.
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3
Samsung Electronics fell 5.99% from its previous close, now trading at ₩227,500.
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4
Nikkei Asia: Iranian separatists intensify attacks and seize territory in response to a potential full-scale US assault.
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5
FOR Token (ForTube) Issuance Price and Project Analysis
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6
China's tech stocks lose luster as STAR 50 Index plunges over 40% from July peak, CATL falls 37% YTD amid AI profit doubts
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7
India approves $22 billion in military spending to address border tensions with China.
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8
FERMA Coin: Current Status and Future Outlook
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9
What is FLOW? An Analysis of the Flow Blockchain Ecosystem and Its Current Status
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10
Obama criticizes Trump's Iran war, citing US vulnerability and rising oil prices
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