Rate Of Return
Miracle maker$Sandisk(SNDK.US) Everyone is focused on HBM, but savvy investors are more bullish on NAND. NAND has become the most out-of-stock segment in the memory supply chain, with prices doubling in the second quarter and expected to rise even more sharply in the second half of the year.
Micron CEO: NAND demand will significantly exceed available supply.
$Micron Tech(MU.US)
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