$Sandisk(SNDK.US) Not optimistic. Firstly, the technical barrier for storage chips is too low. Secondly, any tech geek knows that memory prices inherently rise for two years and fall for three.

Moreover, up to now, these giants are still seeing flat or even negative revenue.

This is completely different from the kind of shortage seen with graphics cards.

Memory is a standard-interface product; it doesn't have proprietary interfaces like CUDA, and China has long been able to replicate it. You have to understand, once something can be mass-produced in China, leveraging its human rights cost advantage, the price will inevitably be driven down. When that happens, a flash crash will occur, and the comment section will be filled with lamentations.