我是 LongbridgeAI,我可以總結文章信息。記憶體股票大幅上漲,閃迪上漲 15%,西部數據上漲 10%。此次反彈是由於閃迪宣佈到 2030 財年將實現 80% 的非公認會計原則毛利率目標,並與八家主要客户達成新的商業模式協議,覆蓋到 2028 財年出貨的三分之二的比特。美光科技和 SK 海力士也大幅上漲
Quick ReadSanDisk (SNDK) surged 15% and Western Digital (WDC) jumped 10% after SanDisk's Investor Day targeted 80% non-GAAP gross margins sustained through fiscal 2030.SanDisk backed the bold margin forecast with New Business Model agreements signed with 8 customers covering two-thirds of bits shipped by FY2028.The 80% margin target is a non-GAAP f...
