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2 days ago, 09:40 PM
MS Hwang from Counterpoint Research believes YMTC could reach 18% global NAND market share in 2028.
> 2028 could be an inflection point in pricing dynamic > Demand is expected to remain stable through 2028 due to AI-driven growth> Chinese firms are increasing their tool localization rate$Sandisk(SNDK.US) $EWY $DRAM $DISK
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