Western Digital and Micron have had substantial inventories to work through, causing memory prices to drop significantly. Samsung’s decision to reduce memory chip production should alleviate the ...
A lot has happened since our last note on Micron; reports of weaker data center capex spending, the CAC announcing its investigation, and Samsung pledging to cut memory chip production. We remain ...
The memory market has shown signs of recovery, according to Peter Shu, chairman of memory module manufacturer Transcend Information. Memory chipmakers have purposefully limited their output, driving ...
Bottom line: The NAND flash industry is facing mounting pressure due to a combination of weak demand, oversupply, and declining prices. This challenging market environment has persisted throughout the ...
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Why the Selloff in Micron Technology Stock Never Made Sense
Micron Technology (NASDAQ:MU) shares soared to an all-time high of $260 earlier this month, riding the wave of AI-driven ...
NAND Flash spot prices have started to rise, and in turn, suppliers have started reporting growth in their monthly sales. Price hikes for DRAM are relatively moderate, as DDR4 suppliers have not yet ...
The late 1990s saw the widespread introduction of solid-state storage based around NAND Flash. Ranging from memory cards for portable devices to storage for desktops and laptops, the data storage ...
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