RAMpocalypse Reignites Bullish Bet on MU and SNDK
TL;DR Summary
Memory-component prices surged during AI infrastructure build-out and had begun normalizing, but Samsung’s labor strikes disrupted DRAM and NAND supply and could push prices higher again. New frontier AI models with larger context windows are expected to keep demand inelastic for DRAM/NAND, supporting a bullish outlook for Micron (MU) and Sandisk (SNDK).
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