WDC, NAND, NVM, enterprise storage systems, etc. Message Board

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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

SNDK 175.49

-0.6%

Oct 28 3:59 PM EDT

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To: Sam who wrote (4808)	9/29/2025 1:27:36 PM
From: Elroy	Read Replies (2) of 4818

Any idea what's going on? My hunch is all the guys that have announced AI Cap Ex plans for 2026 have already reserved the NAND they need for their 2026 expansion, and capacity is extremely low. Prices are therefore going up, and will continue to go up until NAND expansion resumes. Something like that. But that's just a guess!

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