Per JPM using Gartner data, enterprise storage is tilting fast to SSD. eSSD TAM is modeled to overtake business critical and nearline HDD in 2025 and be roughly 2x HDD by 2027, while eSSD still prices at about 6x to 8x HDD. JPM says this memory upcycle may be the longest and

Memory packaging & testing companies have now raised prices by 30%, and this is only the beginning. Major Taiwanese OSAT players like Powertech Technology (key Micron partner), Walton Advanced Engineering, and ChipMOS are bumping up their back-end packaging & testing fees by up

Hoozah! Everything is brilliant and getting better! https://t.co/oI4Yhr4ixP

RAM may be abominably expensive, but hey, at least SSD prices are also exploding

$SNDK Sandisk Corporation - Memory Supercycle - Explosive demand for Memory - Major Breakout +50% in early 2026 Why so high? -Severe Shortages DRAM and NAND used for AI memory -Hyperscalers are buying up capacity -Memory Prices are skyrocketing with SSD prices potentially

@SSDSOL thank you so much bro $ssd to mars my wallet HEWDRk51SYV6jZVekwh1k7Hy72u9WJ58V4Ym9BFgPtbV

@SSDSOL Congratulations! @jin11102002 On the ONE MILLION $SSD

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@SSDSOL

Micron on the DRAM Shortage: "Memory shortages won’t improve before 2028, despite massive investments." AI and data center demand has raised the enterprise/data center share of the total DRAM market from ~30-35% to 50-60%, outpacing supply growth across all major suppliers.