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 ...
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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