Micron and SanDisk are attracting more and more market attention. Where is the next hotspot in storage?$SNDK
The cost-effectiveness of continuing to chase the leaders Micron and SanDisk has clearly declined$MU
But the storage rally is not over. Capital may start spreading from the leading names to the more hidden companies in the industry chain
After all, the stronger AI computing power becomes, the greater the demand for storage, data transmission, and high-speed interfaces. The real beneficiaries are not necessarily only Micron and SanDisk
For example, Silicon Motion (SIMO) mainly makes SSD and NAND controller chips, which can be understood as the "brain" of storage devices
Rambus (RMBS) is more like a "toll station" in the high-speed memory field, making money through interface technology and patent licensing. Its performance is stable, but its valuation is not low either
Looking further for higher flexibility, Everspin (MRAM) works on magnetoresistive memory and mainly targets special scenarios such as automotive, industrial, and aerospace. It has a small market cap and large volatility, making it a high-risk, high-beta stock
As for GSI Technology (GSIT), it has the greatest imagination potential, but for now it is still more of a concept. There is still time before its core technology can truly contribute revenue, and the risk is also the highest
So if the storage sector continues to strengthen, capital may not keep holding on to Micron and SanDisk forever. Second-tier suppliers, controllers, interfaces, and new storage technologies could all become the next-stage targets for funds
These companies are all worth keeping an eye on!
The cost-effectiveness of continuing to chase the leaders Micron and SanDisk has clearly declined$MU
But the storage rally is not over. Capital may start spreading from the leading names to the more hidden companies in the industry chain
After all, the stronger AI computing power becomes, the greater the demand for storage, data transmission, and high-speed interfaces. The real beneficiaries are not necessarily only Micron and SanDisk
For example, Silicon Motion (SIMO) mainly makes SSD and NAND controller chips, which can be understood as the "brain" of storage devices
Rambus (RMBS) is more like a "toll station" in the high-speed memory field, making money through interface technology and patent licensing. Its performance is stable, but its valuation is not low either
Looking further for higher flexibility, Everspin (MRAM) works on magnetoresistive memory and mainly targets special scenarios such as automotive, industrial, and aerospace. It has a small market cap and large volatility, making it a high-risk, high-beta stock
As for GSI Technology (GSIT), it has the greatest imagination potential, but for now it is still more of a concept. There is still time before its core technology can truly contribute revenue, and the risk is also the highest
So if the storage sector continues to strengthen, capital may not keep holding on to Micron and SanDisk forever. Second-tier suppliers, controllers, interfaces, and new storage technologies could all become the next-stage targets for funds
These companies are all worth keeping an eye on!