Aug 14 at 08:36 PM
J.P. Morgan: DRAM & NAND bit demand vs bit supply
DRAM bit supply/demand to be worse in 2027 before balancing in 2028, same for NAND. Note: this is for bits. Does not mean shortage is solved in 2028.$Micron Tech(MU.US) $EWY $DRAM $Micron Tech(MU.US)The copyright of this article belongs to the original author/organization.
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