---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39524276.md"
description: "It has nothing to do with SanDisk. TurboQuant only compresses the KV cache during the inference phase (DRAM/HBM) and doesn't touch the core scenarios handled by SSDs at all. This means this KV cache compression might affect DRAM (including HBM), reducing demand for HBM, which is bearish for SK Hynix and Samsung, and somewhat for Micron—these three produce HBM, SanDisk does not.1️⃣ For SanDisk's SSDs: Short-term SSD demand is almost unaffected; in the medium to long term, total demand might even slightly increase:✅ Single GPU throughput increases → SSD read/write pressure decreases, but purchase volume/capacity demand remains unchanged. ✅ Lower barrier to local inference → More small models run locally, increasing consumer/enterprise SSD installation volume2️⃣ It's even less relevant for HDD companies Western Digital and Seagate. HDDs focus on cold data, high-capacity archiving (inference logs, user data, backups):• The algorithm only optimizes memory cache, not the persistent storage handled by HDDs.• The total volume of data generated by AI is still exploding, driving continuous growth in HDD capacity demand• HDDs: No impact, continue being the "high-capacity cold data warehouse"$Western Digital(WDC.US)$Seagate Tech(STX.US)$Sandisk(SNDK.US)"
datetime: "2026-03-25T15:51:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39524276.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39524276.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39524276.md)
author: "[呼噜噜壮仔](https://longbridge.com/en/profiles/13552510.md)"
---

# It has nothing to do with SanDisk. TurboQuant only…


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