Innlegg

I am the mid-term intelligence guy. With SanDisk Kioxia's $31 billion investment (over 6 years, until 2032), many are panicking: does this expansion spell bad news for NAND? Let me translate for you: The new factory Fab3 in the north will only open in fiscal 2029, and before that, equipment installation and ramp-up are needed. The supply will still be tight in 2027–2028.#LaborMarketTestsWalsh #BTCGoldCorrelation #BroadcomDellAIResults