$Sandisk(SNDK.US) has risen from the beginning of the year to now, with NAND prices increasing by more than two times. TrendForce reports that downstream customers are starting to procure cautiously.
$Western Digital(WDC.US) rose across the board last night, but it itself fell. The acquisition price is still rising, and whether the increased outbound price can be maintained depends on whether it needs to be lowered the next day — since the money for holding inventory is borrowed, I will wait and see.
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