$SanDisk Corp.(SNDK)$ Come on

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moonzo
01-20 22:20

$SanDisk Corp.(SNDK)$ Come on bears, is this the best you can do? Down just a few dollars. Samsung and SK Hynix plan to cut NAND flash production this year instead of increasing it. Together they control over 60% of the global NAND flash market. With intensifying competition in inference AI led by Nvidia, tight NAND supply could drive up prices across servers, PCs, mobiles. Analysts say this will significantly boost operating margins for Samsung and SK Hynix, similar to DRAM.

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