twitter_signalactive
Micron 产品进展主线
Micron 产品进展主线：TSMC 封装路线图显示 HBM 需求结构性增长，DRAM 基金调整保证金策略，CPO 技术长期确定但短期存疑；DRAM价格飙升300%引发周期论 vs 结构性变化争论，中国设备国产化讨论升温；投资人 Daniel Romero 的 Micron 10倍论引发质疑和调侃，讨论集中在预测合理性和对比方式上。
sandisk_nand_storagehbm_dram_memory_cycleai_server_storage_demandMUTSMNVIDIAAVGOSNDK
daily / daily digest / 2026-06-13T00:00:00Z
Twitter daily digest:2065775350001627346 · Twitter daily digest:2065769209205010690 · Twitter daily digest:2065752673698427004 · Twitter daily digest:2065751131943494006
updates → real-memory-storage-scope · supports → real-memory-claim-01-nand-ai-nand-14-capex-nand
twitter_signalactive
TSMC 政策/监管主线
TSMC 政策/监管主线：中国钨出口管制引发 WF6 供应恐慌，Foosung 股价暴涨但产能存疑。
sandisk_nand_storagehbm_dram_memory_cyclememory_supply_chainTSMAVGONVIDIAAMDMU
daily / daily digest / 2026-06-13T00:00:00Z
Twitter daily digest:2065769728925430192 · Twitter daily digest:2065769027696251298 · Twitter daily digest:2065736884752703865 · Twitter daily digest:2065653576081572198
updates → real-memory-storage-scope · supports → real-memory-claim-03-2-lta-3-5-70-dram-stock-pe-5x-8-10x
twitter_signalactive
Sandisk 供应链/产能讨论
讨论围绕钨短缺和NAND市场混乱，但信源单一，需谨慎看待。
sandisk_nand_storagehbm_dram_memory_cycleai_server_storage_demandmemory_supply_chainSNDKTSMMUdaily_brief
daily / daily digest / 2026-06-13T00:00:00Z
Twitter daily digest:2065757076031484334 · Twitter daily digest:2065748442882998382 · Twitter daily digest:2065554195282112571 · Twitter daily digest:2065554238244274508
updates → real-memory-storage-scope · supports → real-memory-claim-01-nand-ai-nand-14-capex-nand