Storage Chip Market Polarization: Hard Tech Investment Logic Behind HBM Surge andDRAM Bottoming Out
2026-08-12 21:20:55
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In August 2026, the storage chip market shows clear polarization, with HBM surging 20% due to supply shortage while consumer DRAM and NAND continue to bottom out. This article analyzes the hard tech investment logic behind this phenomenon, exploring why heavy investment in hard tech remains the preferred strategy for institutional investors despite intensifying market polarization.
