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_ibrahimm
_ibrahimm
Why is $SNDK falling if the storage supply-demand gap isn’t expected to close until 2028? The fundamentals haven’t necessarily changed, but the market is already pricing in a potential profit peak in 2027. ChangXin’s breakthrough in 4F² technology has raised fears that storage chips could become much cheaper in the future. However, SanDisk’s NAND outlook remains intact, with the supply-demand gap expected to peak in Q1 2028. #DailyOrbit

Penafian: Konten OKX Orbit ini hanya disediakan untuk tujuan informasi. Selengkapnya

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