---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/37598968.md"
description: "$Sandisk(SNDK.US) A simple analogy: Imagine a chef working on a tiny cutting board (HBM). Every time a customer adds a request—&#34;No onions... Wait, add onions... Now make it vegetarian... And add a side dish&#34;—these sticky notes (context/KV cache) pile up on the board. Eventually, the board is covered in notes, and the chef can't chop; this expensive chef just stands idle. The so-called &#34;architectural refactoring&#34; is simply establishing a reasonable kitchen workflow: Keep the most urgent notes on the cutting board (HBM), move &#34;important but not immediate&#34; notes to the prep table next to it (DRAM), and store the rest in a nearby filing cabinet/pantry (enterprise SSD). Then, you add a runner and an organizer (DPU + network) to fetch and place the right notes at the right time, allowing the chef to cook at full speed—this means higher throughput, lower per-token cost, and less wasted GPU time.$Micron Tech(MU.US)"
datetime: "2026-01-07T01:08:40.000Z"
locales:
  - [en](https://longbridge.com/en/topics/37598968.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/37598968.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/37598968.md)
author: "[momoM](https://longbridge.com/en/profiles/7524795.md)"
---

# $Sandisk(SNDK.US) A simple analogy: Imagine a chef…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [HBM.US](https://longbridge.com/en/quote/HBM.US.md)
- [SSD.US](https://longbridge.com/en/quote/SSD.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)