Phase 0a check: quiet cycle, memory-complex cooling is read-through context only; status frontmatter corrected to monitoring
Event
Phase 0a check: quiet cycle, memory-complex cooling is read-through context only; status frontmatter corrected to monitoring
Summary
- Type: monitoring-check (subtype: qualitative continuity, identity correction) - event_id: 2026-08-28-nearline-storage-quiet-cycle - Source: (Sector Scorecard "Memory / storage" — cooling, Micron's September print named as the next test). - Shift: The desk's own sector read this session describes the broader memory/storage complex as cooling, with the ne
Related
4 events DateTypeEvent
Aug 22 tweetSemiAnalysis — 3D NAND is switching word lines from tungsten to molybdenum above ~300 layers Sep 6 ArticleWD: storage demand and operating margins Sep 6 ArticleSeagate: cloud storage and the density roadmap Sep 10 tweetTerry — Citi Global TMT readout: NAND TAM $50B to $500B by 2027, AMD CPU TAM $60B to $220B, optical testing capacity about 100x short No direct external sources are attached to this read.