AI models require massive data storage for training and inference. NAND flash offers high density, cost efficient storage for this purpose.
Data centers are also shifting from hard disk drives to NAND based SSDs to meet AI latency and throughput demands.
Another reason why NAND is surging is the semiconductor supercycle.
Stocks poised to benefit are $SanDisk Corp.(SNDK)$ $SK Hynix, Inc.(HXSCL)$ $Western Digital(WDC)$.
Exciting times are ahead for these stocks so it is worthwhile considering adding them to my watch list as there is lots of exponential growth ahead.
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- quizzio·2025-11-12TOP巨大的增长潜力！随着人工智能的扩张，NAND需求将不断飙升。[666]1Report