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Alpha Trader07
#SanDisk & Kioxia plan to invest $31B in phases through 2032 to expand NAND flash capacity, aiming to meet AI-driven storage demand.
But new capacity takes years to come online, so it won’t quickly ease today’s tight supply. The NAND pricing cycle may still have room to run.
For $BTC , this is more of a macro/tech sentiment factor than a direct price driver. Watch
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