{"schema_version": "research-pack/1", "object": {"id": "nand", "title": "NAND", "one_liner": "NAND 闪存，企业级 SSD 与手机存储的供给节点"}, "facts": [], "timeline": [], "who": [{"id": "who:trendforce", "person_id": "trendforce", "name": "TrendForce", "at": "2026-10-15T13:00:29.000Z", "text": "- TrendForce｜硬件｜SK hynix 据报寻求美国批准大连 NAND 厂增购设备，作为通过 Solidigm 投资美国 NAND 厂的条件｜2026-10-15｜https://x.com/trendforce/status/2110717448764772737｜/o/trendforce", "source_ids": ["src:d5a5a34c1cf214e3345521b1"]}, {"id": "who:jukan", "person_id": "jukan", "name": "Jukan", "at": "2026-10-15T02:12:33.000Z", "text": "- Jukan｜人｜SK hynix 据报与美国政府洽谈在美建 NAND 晶圆厂，以换取大连二厂引进美制设备许可｜2026-10-15｜https://x.com/jukan05/status/2110554391652540429｜/p/jukan", "source_ids": ["src:d9e98ad09a05504b8339a2a3"]}, {"id": "who:ben_bajarin", "person_id": "ben_bajarin", "name": "Ben Bajarin", "at": "2026-09-30T20:50:48.000Z", "text": "- Ben Bajarin｜人｜Ben Bajarin：NAND 份额流失之外增长可期，DRAM 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