The cloud computing demand in 2016, the mining demand from 2017 to 2018, where 8G DDR4 was speculated up to 629 yuan before dropping by 80%
The blockchain is replicating the performance seen when US Treasury yields rose in 2018. Back then, the mining boom also triggered storage adjustments in production, leading to shortages; subsequently, electronic mobile phone shipments declined by 4%, and storage prices fell by 50%-80%. This year, mobile phone shipments are down 10%, laptop shipments down 11%, and desktop computer shipments down 28%. Conventional servers are also seeing a decline. AI demand accounts for only 13% of storage.
$iShares Bitcoin Trust ETF(IBIT.US)$IShares Ethereum Trust ETF(ETHA.US)$Sandisk(SNDK.US)$SK Hynix(SKHY.US)$Micron Tech(MU.US)$Samsung Electronics (SSNGY.US)
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