---
title: "Storage has become a bottleneck for AI, and what is the bottleneck for storage?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41948380.md"
description: "The bottleneck of the memory storage industry is a highly oligopolistic upstream supply chain ranging from equipment to materials. This article will break it down according to the three lines of HBM, DRAM, and NAND."
datetime: "2026-06-17T11:42:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41948380.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41948380.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41948380.md)
author: "[UncleK](https://longbridge.com/en/profiles/11622978.md)"
generator: "portal-rs"
---

# Storage has become a bottleneck for AI, and what is the bottleneck for storage?

The bottleneck for memory storage is a highly oligopolistic upstream supply chain that spans from equipment to materials. This article will break it down along the three lines of HBM, DRAM, and NAND.

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## Comments (2)

- **必然失控 · 2026-06-17T18:16:33.000Z**: Which domestic semiconductor packaging and testing company has the greatest potential for growth?
  - **UncleK** (2026-06-25T00:07:42.000Z): Those with good profitability and small market capitalization, such as Yake, Shenzhen Technology


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**