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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 576.01+6.3%3:59 PM EST
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From: Bargain Hunter12/4/2025 1:38:48 PM
2 Recommendations

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franklin1
Sam

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I think that Micron's announcement about closing down Crucial is very significant short term for SanDisk. The lesser impact (in my view) is reduced competition in the consumer flash space. The greater impact is the indication that NAND supplies at Micron are tight enough, and expected to stay tight long enough, to permanently shut down Crucial. Micron is looking to where its production can bring the most profit. In DRAM, that means diverting more supply towards HBM rather than "regular" DRAM. In NAND it seems to mean applying more of their capital expenditure towards increasing DRAM supply rather than NAND supply and devoting more of their NAND towards SSDs than memory sticks, etc.

So the announcement tends to validate the projections for shortages of memory chips in general and NAND in particular.
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