المنشور

#闪迪铠侠拟投310亿美元，NAND供需重估 SanDisk just made a major move. 👀 On August 27, SanDisk and Kioxia announced plans to invest roughly $31B in Japan to expand production, with a focus on 3D NAND technology and additional capacity. But surprisingly, the market didn’t celebrate the news. Instead, investors immediately focused on the bigger question: Can AI-driven enterprise SSD and data-storage demand absorb the new NAND supply? That’s the key. 🟢 If demand keeps accelerating: SanDisk’s long-term growth thesis remains intact, and the current pullback could simply be profit-taking. 🔴 If demand fails to keep pace: Additional capacity could create renewed supply pressure, pushing NAND prices and profit margins lower. My view SanDisk’s long-term story hasn’t fundamentally changed. AI workloads are driving stronger demand for storage, while its $94B in long-term contracts provides significant revenue visibility. However, the $31B expansion plan also introduces a new variable: future supply. Even with strong contracted demand, investors will have to consider whether additional NAND production eventually puts pressure on pricing and margins. This doesn’t directly change the fundamentals of $BTC , but it highlights a broader theme: AI hardware capex is still growing—but the market is increasingly asking, “After all this spending, when does the payoff arrive?” For now, patience matters more than chasing the headline. $SNDK $BTC #WalshInflationRisk #BTCGoldCorrelation