SEPTEMBER 6, 2026·Thesis Review·23 min read
Memory as a capital-allocation constraint
How HBM, DRAM and NAND are rewriting the economics of AI data centers
Topic
#EnterpriseSSD
4 items
Research
SEPTEMBER 2, 2026·Cycle Intelligence·9 min read
Enterprise SSD Revenue Doubles to $37.6 Billion. The Bit Number Is Missing.
TrendForce puts top-five enterprise SSD revenue up 103.6% quarter over quarter. The mix shift underneath it is real — but smaller than the headline, and one of its drivers has nothing to do with AI.
SEPTEMBER 1, 2026·Cycle Intelligence·11 min read
The HBM Enablers: What Marvell Reveals About the Next Layer of the Memory Cycle
Starting from Marvell’s latest earnings, this note examines how AI infrastructure enablers, including CXL, pooling, memory offload, and adjacent supply-chain technologies, are reshaping HBM economics and memory intensity.
News
- DeepSeek Shrinks KV Cache Footprint, Testing AI Memory Demand Elasticity
SEPTEMBER 14, 2026