SSD

A storage drive built from NAND chips. No spinning parts like a hard disk, so it is faster and sturdier.

Predictions & track record (3)

• Awaiting grading Nvidia said it had no need for the NAND memory standard, and Google just joined the alliance behind itScore as a hit if at least one of Samsung and SK hynix shows HBF samples and begins customer qualification within 2026, and as a miss if neither does.
• Awaiting grading In the July that NAND export prices fell, Korea's computer exports rose 404%Score using Korea Customs Service's September 2026 trade statistics (released early October). If computer exports keep outgrowing semiconductors while only NAND unit prices fall, that's a mix shift; if both categories' prices fall together, prices have actually turned down.
• Awaiting grading Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyerScore later: does CMX-linked NAND demand actually climb toward the cited 100M+ terabytes in 2027?

3 related posts

• Bull Nvidia said it had no need for the NAND memory standard, and Google just joined the alliance behind it Jukan (@jukan05) · 2026-08-04
• Bull In the July that NAND export prices fell, Korea's computer exports rose 404% Jukan (@jukan05) · 2026-08-01
• Bull Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyer Jukan (@jukan05) · 2026-07-20