Rate Of Return
Miracle maker$Sandisk(SNDK.US)$Micron Tech(MU.US)Samsung has shut down half of the global 2D NAND production capacity, further confirming Pan Jiancheng's view. Major manufacturers are shifting to Dram, leading to a tighter supply of NAND. With NVIDIA's Rubin shipping in the second half of the year, NAND will become even more scarce.
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