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
catalystconfirmed
WWDC26
Apple platform AI roadmap, on-device AI, developer APIs.
sandisk_nand_storageai_server_storage_demandmemory_pricing_revaluationAAPLdaily_briefalertcompany_page
point in time / event calendar / 2026-06-08
event radar:2026-apple-wwdc
validates → real-memory-storage-scope · validates → real-memory-open-question-01
catalystconfirmed
Hot Chips 2026
Architecture disclosures for AI accelerators, CPUs, chiplets, packaging, optics.
sandisk_nand_storageai_server_storage_demanddaily_briefalertcompany_page
point in time / event calendar / 2026-08-23
event radar:2026-hot-chips
validates → real-memory-storage-scope · validates → real-memory-open-question-01
twitter_signalactive
NVIDIA 政策/监管主线
NVIDIA 政策/监管主线：TheValueist 引用彭博报道，认为中国2万亿数据中心投资将推动AI基础设施需求。
sandisk_nand_storagehbm_dram_memory_cycleai_server_storage_demandNVIDIAMICROSOFTMUSNDKMETA
daily / daily digest / 2026-06-13T00:00:00Z
Twitter daily digest:2065775102147641834 · Twitter daily digest:2065599369722712438 · Twitter daily digest:2065598802153615837 · Twitter daily digest:2065799167675429300
updates → real-memory-storage-scope · supports → real-memory-claim-01-nand-ai-nand-14-capex-nand
catalyststale
Marvell COMPUTEX 2026 Matt Murphy keynote
Marvell CEO keynote targets AI data center infrastructure, custom silicon, networking, and optical read-through.
sandisk_nand_storageai_server_storage_demanddaily_briefalertcompany_page
point in time / event calendar / 2026-06-02 11:00
event radar:2026-marvell-computex-keynote
validates → real-memory-storage-scope · validates → real-memory-open-question-01
catalyststale
COMPUTEX 2026
AI server and PC supply-chain event with many partner announcements.
sandisk_nand_storageai_server_storage_demandmemory_supply_chaindaily_briefalertcompany_page
point in time / event calendar / 2026-06-02
event radar:2026-computex
validates → real-memory-storage-scope · validates → real-memory-open-question-01
catalyststale
Dell Technologies World keynote
Partner keynote can surface enterprise AI server and NVIDIA ecosystem signals.
sandisk_nand_storageai_server_storage_demanddaily_briefalertcompany_page
point in time / event calendar / 2026-05-19 01:00
event radar:2026-dell-tech-world-keynote
validates → real-memory-storage-scope · validates → real-memory-open-question-01
catalyststale
J.P. Morgan Global TMT Conference 2026
Large sell-side TMT conference; company IR pages confirm individual webcasts, useful for management tone and AI capex read-through.
sandisk_nand_storagehbm_dram_memory_cycleai_server_storage_demandmemory_pricing_revaluationdaily_briefalertcompany_page
point in time / event calendar / 2026-05-18
event radar:2026-jpm-tmc
validates → real-memory-storage-scope · validates → real-memory-open-question-01
catalystconfirmed
AAAI-27
Major AI research conference; lower immediate market impact than NeurIPS/ICML but useful for agents, reasoning, planning and robotics research direction.
sandisk_nand_storageai_server_storage_demanddaily_briefalertcompany_page
point in time / event calendar / 2027-02-16
event radar:2027-aaai
validates → real-memory-storage-scope · validates → real-memory-open-question-01