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

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

SNDK 239.51

+15.3%

Nov 7 9:30 AM EST

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To: Sam who wrote (4604)	3/5/2021 9:58:55 AM
From: Elroy	Read Replies (1) of 4823

NAND ASPs are forecast for a flattish Q/Q performance in calendar Q2 due to the tightening supply/demand dynamics but should increase sequentially in Q3 and Q4. This sounds like a strange forecast to me. He thinks NAND price per bit will increase in H2 2021? Why would that happen? There are no new fans or capacity expansion or shrinks coming on line?

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