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.
TFME
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C&D PROPERTY
HK02156
KAIFA
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KFMI
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FEILIHUA
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HWATSING
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Novoray
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FASTPRINT
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Taiwan Semiconductor
USTSM
JCET
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Applied Materials
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Yoke Technology
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NSIG
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Huate Gas
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Anji Technology
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HHCK
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NATA OPTO-ELECT
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Lam Research
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Piotech
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