NAND & Enterprise SSD: AI Supply Chain Stocks & Analysis
+4.33%NAND flash and enterprise SSDs are the storage layer under every AI training and inference cluster: model checkpoints, training datasets and cached inference state all have to live somewhere fast. This segment has increasingly competed with HBM for the same wafer capacity, so its pricing tends to move with how aggressively memory makers are reallocating fabs toward AI-driven demand.