Expert Takeaways: Memory> S/D gap of at least 20% in second half of 2026. > Big vendors have just begun forecastin…
Expert Takeaways: Memory
> S/D gap of at least 20% in second half of 2026. > Big vendors have just begun forecasting since demand for 2027 has not settled yet.> S/D gap for 2027 is possibly around 10%. A pessimistic take believing in balance by end of next year.$Micron Tech(MU.US) $DRAM $EWY $SK Hynix(SKHY.US)
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