Yes, the memory shortage narra

Yes, the memory shortage narrative still holds for 2026, driven by overwhelming demand for high- bandwidth memory (HBM) and enterprise SSDs for Al applications, which has tightened the supply of conventional memory chips and sent prices soaring. The rallies in Micron and Western Digital (SanDisk's parent company) stock prices are a direct reflection of this market dynamic and the increased profitability for memory manufacturers.

Citron Shorts SanDisk: Turn to Short or Add Memory Now?

SanDisk fell 4.20% with $19.29 billion in trading volume after short seller Citron announced a short position, calling the current memory chip boom a “supply illusion.” Is the storage chip rally built on fragile fundamentals? Does the short thesis change your view on the sector?

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