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Q3/Q4 NAND production slowdown – long MU?

Toshiba and WD just lost a ton of NAND flash production for the next two quarters. I think this is likely to make memory prices go up, and give their competitors (e.g. MU) bigger market share /margins. Thoughts?

Q3/Q4 NAND production slowdown – long MU? – RobinHood – Reddit Feed


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