Topic

#Micron

2 items

Research

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

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.