---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40098491.md"
description: "The more HBM used, the more severe the squeeze on NAND capacity. Additionally, each generation of HBM is more difficult to produce and consumes more capacity, leading to a greater shortage of NAND $Sandisk(SNDK.US)"
datetime: "2026-04-22T13:25:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40098491.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40098491.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40098491.md)
author: "[顺创投资](https://longbridge.com/en/profiles/15881744.md)"
---

# The more HBM used, the more severe the squeeze on …


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## Comments (1)

- **小蚂蚁搬家 · 2026-04-22T13:42:43.000Z**: And then? It's like this every day now, storage has been performing the worst recently. Very poor.