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MC T
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The more storage prices rise, the more worried I become about the downstream.
In this cycle, the strongest in semiconductors is clearly storage.
DRAM, NAND, HBM prices are rising; $SNDK, MU, SK Hynix are all benefiting from AI expansion, but the problem is obvious:
The more storage prices surge, the costs will ultimately be passed on to servers, phones, and PCs.
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