10/07/2024, 10:47 AM UTC
存储行业，怎么啦？The Storage Industry: A Mixed Bag of Happiness and Concerns
➀ 存储行业目前正经历着DRAM和NAND的复苏，HBM的兴起，但行业前景并不明朗，增长放缓；➁ SK海力士前景乐观，已开始量产12层HBM3E，并将向英伟达供应先进芯片；➂ 三星面临挑战，其DRAM部门在HBM技术上落后于SK海力士；➃ 美光因人工智能需求强劲，股价波动剧烈，但在HBM市场仍面临挑战；➄铠侠的未来不确定，由于被SK海力士控股且与西部数据合并失败；➅西部数据因NAND业务表现不佳，考虑将业务拆分为硬盘驱动器(HDD)和NAND/SSD部门。➀ The storage industry is experiencing a mixed situation with the revival of DRAM and NAND, and the rise of HBM, but the industry's future is not clear and growth has slowed down; ➁ SK Hynix is optimistic about its prospects, having started mass production of 12-layer HBM3E, and is set to supply advanced chips to Nvidia; ➂ Samsung is facing challenges, with its DRAM department lagging behind SK Hynix in HBM technology; ➃ Micron's stock has seen significant fluctuations due to strong AI demand, but it still faces challenges in the HBM market; ➄ Kioxia's future is uncertain due to its ownership by SK Hynix and its failed merger with Western Digital; ➅ Western Digital is considering a split into HDD and NAND/SSD divisions due to the underperformance of its NAND business.
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