
oneone.eth

Feed
Feed
In fact, there is a lot of information asymmetry that exists, but no one is paying attention. Recently, the storage sector has surged particularly strongly, but the storage sector in web2 has already been rising for two months.
AI large model training/inference requires massive high-bandwidth memory (HBM) and DDR5. A single AI server's demand for DRAM is 8 times that of a regular server, and 3 times for NAND. Cloud giants like Google, Meta, Microsoft, and OpenAI are frantically building data centers, and HBM is almost entirely monopolized by NVIDIA. Samsung, SK Hynix, and Micron have redirected over 80% of their advanced production capacity to AI, leaving traditional DDR4/DDR5 and NAND to "starve."
In October, Samsung was the first to suspend DDR5 contract quotes, supplying only VIPs (large cloud companies); SK Hynix and Micron immediately followed suit.
The three oligarchs, Samsung, SK Hynix, and Micron, control over 93% of the DRAM market and over 80% of the NAND market, so they can raise prices at will.
The costs of SSDs, memory sticks, and mobile storage have skyrocketed, with consumer-grade 1TB SSDs rising from 499 yuan to over 800, and DDR5 memory sticks are even more outrageous.
So, the more information you look at, the more money you can make.
Seeing the MMT rights protection on Twitter reminds me of an old news story.
Qingshan Holding is a Chinese stainless steel and nickel giant that was involved in the "epic" short squeeze event in the global nickel market in March 2022 (also known as the "LME nickel crisis"), suffering heavy losses due to its large short hedging positions in nickel futures on the London Metal Exchange (LME).
Logically, Qingshan Holding should seek rights protection from Glencore.


