Tech Articles
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Quantabundance14h ago • 8 min read
HBM vs DRAM vs NAND: memory ranked by manufacturing difficulty
Memory ranks HBM > DRAM > NAND > HDD by difficulty, and that order maps onto how few companies can b...
#mu#memory#dram#hbm
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Quantabundance14h ago • 14 min read
Memory cyclicality - the supercycle that still has a cycle
DRAM has cycled five times in the last decade. Every up-leg ended in a 50-75% drawdown within 18 mon...
#memory#dram#hbm#micron
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Quantabundance14h ago • 9 min read
Micron (MU) explained - DRAM, HBM, NAND, and the only US-listed pure-play memory bet
Micron printed $41.5B revenue (+346% YoY) at a record 84.9% gross margin in FQ3-26, and crossed $1T ...
#mu#micron#hbm#dram
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