睡神致富

$Sandisk(SNDK.US) Wash is an amateur, an amateur

The data is completely real and is authoritative data officially released by the National Bureau of Statistics, but it is necessary to distinguish the statistical scope to avoid misunderstandings.

I. The data source is authoritative and verifiable.

1. Publisher: Wang Guanhua, spokesperson for the National Bureau of Statistics, announced at the State Council Information Office press conference on July 15th, with industrial monthly data simultaneously published on the NBS official website.

2. Precise figures: The total integrated circuit output of industrial enterprises above designated size in the first half of 2026 was 279.8 billion units. The first half of the year has approximately 180 calendar days. 279.8 / 180 ≈ 1.554 billion units/day, which corresponds exactly to the statement "over 1.5 billion units per day on average."

3. All major financial media outlets (Sina, Securities Times, Jiemian, Xinhua Finance) simultaneously republished the official statement without alteration.

II. Key Point: This "chip" ≠ the high-end AI/GPU memory chips in everyone's impression.

The integrated circuits (units) in the statistics are a full-category count, including a massive number of low-priced, small-sized chips, not just high-end computing chips:

1. The largest proportion is small and medium-sized chips.

Power management ICs (PMIC), Bluetooth/WiFi RF chips, sensor chips, MCU microcontrollers, small memory particles (EEPROM, NOR Flash), driver chips, automotive small-signal chips. Individual chips are extremely small in size, and a single factory's shipments can easily reach tens of billions of units. Devices like mobile phones, home appliances, and electric vehicles each contain dozens to hundreds of such chips.

2. High-end chips account for only a very small proportion.

HBM, GPUs, high-capacity DRAM/NAND, advanced-node processors have high individual value, but their shipment volume is far less than that of small chips. Their share in the 279.8 billion units is very low.

3. The statistical scope is limited to industrial wafer fabrication/packaging and testing plants above designated size. It does not include small workshops or imported chips from overseas; it only counts finished chips produced domestically within China.

III. Simple Examples to Help You Understand

An ordinary smartphone contains 50 to 100 various integrated circuits (power, RF, memory, drivers). An entire electric vehicle contains over 200 chips. The massive volume of consumer electronics, small appliances, and industrial control equipment continuously drives the production capacity of small chips, which accumulates to the total of 1.5 billion units per day.

IV. Summary

1. The numbers themselves are 100% real and officially authoritative; there is no exaggeration or fabrication.

2. Do not mistakenly think that 1.5 billion high-end computing/storage chips are produced daily; the vast majority are low-cost, small-sized supporting integrated circuits.

3. The 23.1% year-on-year growth rate also reflects the continuous expansion of domestic chip production capacity across the entire industry chain, covering all sectors including consumer, automotive, industrial control, and AI support.

$Sandisk(SNDK.US)$Micron Tech(MU.US)$SK Hynix(SKHY.US) The storage sector is still in a phase of supply shortage and price increases. It's all just small narratives and ghost stories. Without leverage, there's nothing to fear. Earnings reports are concentrated at the end of the month. Next week, at the latest next week, there won't be such big fluctuations anymore.

Mark Mark A great company

$Everspin Tech(MRAM.US) What's the opportunity with this stock? I think it's being acquired by a major company. So when will it be acquired? Maybe in a year, two years, or possibly even a few months.

$Sandisk(SNDK.US) somehow dropped 10 points in the night market, but I'm still holding strong.

$Sandisk(SNDK.US) The flesh cut at 185 last year, following the major trend. The logic is still there. This time, I'm holding on through a 30-point drop and not selling. The art of lying flat.

$Sandisk(SNDK.US) Thought it was about done yesterday, but it only surged today. It surged hard today. Next Monday, the Korean side will start surging. Left foot stepping on the right foot. 🤣

$Sandisk(SNDK.US) already went all in yesterday 🤣 If storage isn't working out, then AI computing power is at its limit, and the whole world will be in a financial crisis.

make verify one by one Grateful to have you on this journey!

$FuelCell Energy(FCEL.US)@Miracle Trader cola found a good stock. A complete comparison between FCEL (FuelCell Energy) and BE (Bloom Energy): Similarities + Key Differences

I. Areas Where They Are Identical

1. Same Industry Segment

Both are leading US-based stationary high-temperature fuel cell companies, focusing solely on distributed generation for industrial sites/data centers/utilities, not on vehicle hydrogen (completely distinct from PLUG). They focus on natural gas/green hydrogen on-site power generation and off-grid backup power, benefiting from AI computing data centers, carbon neutrality, and US IRA energy subsidy policies.

2. Overlapping Core Business Models

Hardware equipment sales + 10-20 year long-term operation and maintenance services, relying on long-term service contracts to generate recurring cash flow; both are positioned in the AI data center self-contained power station segment, addressing pain points like unstable grid power and long delivery cycles.

3. Shared Policy Benefits

Both benefit from US Inflation Reduction Act (IRA) subsidies, Department of Energy clean energy support, and low-interest project loans from export-import banks; European and US carbon taxes and emission reduction policies simultaneously benefit both companies' distributed generation businesses.

4. Highly Overlapping Downstream Customers

Public utility companies, cloud provider data centers, large industrial plants, campus microgrids; both offer modular, scalable units that can increase capacity as needed.

5. Similar Capital Market Attributes

US-listed pure-play hydrogen power generation growth stocks, not yet consistently profitable annually; valuations are entirely tied to order pipelines and AI computing capital expenditure expectations, with volatility far exceeding traditional power stocks.

II. Key Differences (Four Dimensions: Technology, Market, Finance, Volatility)

(I) Underlying Technology Path (The Most Fundamental Difference)

1. FCEL: MCFC (Molten Carbonate Fuel Cell)

• High-temperature molten electrolyte, extremely strong fuel compatibility: natural gas, biogas, industrial waste gases from steel/chemical plants, green hydrogen can all be directly combusted;

• World's only native integrated CCUS carbon capture: automatically separates high-purity CO₂ during power generation, no need for additional capture equipment, a unique advantage for industrial emission reduction projects;

• Units natively output high-voltage direct current (DC), perfectly matching AI server power supply, eliminating AC-DC conversion losses, stronger PUE optimization effect for data centers;

• Single-unit positioning for megawatt-scale large base-load power stations, large equipment size, suitable for hundred-megawatt-scale large industrial sites and supercomputing centers.

2. BE: SOFC (Solid Oxide Fuel Cell)

• High fuel purity requirements, cannot operate stably with low-quality industrial waste gases, essentially unable to enter industrial waste gas scenarios;

• No native carbon capture function, if CCUS is needed, additional external equipment must be purchased, significantly increasing project cost and footprint;

• Outputs alternating current (AC), data centers require additional power conversion equipment, weaker than FCEL in terms of project timeline and energy consumption;

• Units are small and lightweight, targeting hundreds of kilowatts to several megawatts for small-to-medium commercial buildings and small-to-medium data centers.

(II) Market Positioning and Customer Structure

1. FCEL

• Focuses on ultra-large utilities, heavy industry, and AI supercomputing bases; 89% of its 4GW order backlog comes from AI data centers, highly concentrated in the computing power supply segment;

• Flagship projects: South Korea 60MW large power station, ExxonMobil refinery carbon capture project, excels at deploying tens-of-megawatt-scale mega power stations;

• Customers are mainly independent power producers, large chemical/metallurgical plants, and supercomputing parks.

$Sandisk(SNDK.US)$Micron Tech(MU.US)$Dermata Therapeutics(DRMA.US)What a wonderful era, let's whoop together!

Thanks for the generous sharing, master. I'll make it first.

Saw StockPro back in November last year, sold at 185, and now bought back at over 1000, hahahaha😂, cash is king.

🤣 Micron is also light, and Ultraman Tiga's beam is also light, so the shining Ultraman Tiga emits Micron light!

Mu has once again saved the world

$Roundhill T-Rex 2X Long DRAM Dly TrgtETF(RAM.US) All in, all in, all in!

$Everspin Tech(MRAM.US) has already stabilized, but I've moved to a place that's currently more profitable. It's best for everyone to wait with light positions. I'll be waiting for you in the storage sector.