Mon, May 27, 2024 at 13:00

• 

  Joy

  • Hey Annie!

  • Guess what?

  • There's some big news in the semiconductor world!

  • The competition among vendors in the NAND market is about to get even more intense.😲

  • 
• Annie

  • Oh, really?

  • What's causing the competition to heat up?🤔

  
• 

  Joy

  • Well, it's because of the expected growth in global NAND sales.

  • They're projected to jump from $38.7 billion in 2023 to a whopping $114.8 billion by 2028!

  • That's a compound annual growth rate of 24%!📈

  • 
• Annie

  • Wow, that's huge!

  • But what exactly is NAND?😅

  
• ADward

  • Hold on! Behold, an advertisement awaits. Legend has it that clicking on this ad will make the AI server even smarter... 😅

  
• 

  Joy

  • Great question!

  • NAND is a type of non-volatile memory chip, which means it retains data even when the power is off.

  • It's perfect for storing large amounts of information like digital videos and photos.📸

• Annie

  • Got it!

  • And how is it different from D-RAM?🤓

  
• 

  Joy

  • D-RAM, on the other hand, is volatile memory.

  • It needs power to retain data and is used for processing massive amounts of data in real-time.

  • Think of it like the short-term memory of your computer.💻

• Annie

  • Ah, I see the difference now.

  • So, what's new with Samsung in this market?🧐

  
• 

  Joy

  • Samsung Electronics has just started mass production of their 9th generation V-NAND, which has 290 layers!

  • This is a big deal because more layers mean more storage capacity and faster speeds.🚀

• Annie

  • 290 layers?

  • That's impressive!

  • How does this affect the competition?🤯

  
• 

  Joy

  • It's going to make the competition even fiercer.

  • Companies will have to innovate more to keep up with Samsung's advancements.

  • This could lead to better and cheaper products for consumers.🏆

• Annie

  • That sounds like a win for us, but what about the companies?

  • 

  • Is this good or bad news for them?🤔

  
• 

  Joy

  • Well, it's a bit of both.

  • It's great because the market is growing, but it's also challenging because the competition is so tough.

  • Companies that can't keep up might struggle.😬

  • 
• Annie

  • So, should I be worried about investing in these companies?🤨

  
• 

  Joy

  • Honestly, it could be risky.

  • The market is volatile and only the strongest players will thrive.

  • It's definitely something to keep an eye on if you're considering investments.📉

• Annie

  • Thanks for the heads-up, Joy.

  • This news seems like a mixed bag for the market.😅

  
• 

  Joy

  • Yeah, it's definitely a double-edged sword.

  • Exciting times ahead, but also a lot of uncertainty.

  • Just make sure to do thorough research before making any investment decisions.🧐

  • To sum up, this article is considered a 😱Bearish for investors!!