BlockBeats News, June 16th, AI doomsday report released by Citrini Research stated that AMD and Apple are currently advancing AI products with a flash memory substitute for DRAM. AMD acquired MEXT to optimize flash memory, bringing its performance close to DRAM, thus reducing the memory cost in AI data centers; Apple, on the other hand, achieved a similar optimization at the device end through the 'LLM in a flash' technology.

According to Citrini's latest research report, AI inference has a high demand for memory with KV cache, and HBM has imposed a 'memory tax,' occupying 25% of DRAM capacity. Flash memory costs only 1/55 of DRAM, and through controller optimization, NAND stacking, and unit mode adjustment, it can provide an alternative solution for edge AI in terms of capacity and bandwidth.

The above report provides theoretical support for the recent surge in storage stocks represented by SanDisk.