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Why is $SNDK falling if the storage supply-demand gap isn’t expected to close until 2028?
The fundamentals haven’t necessarily changed, but the market is already pricing in a potential profit peak in 2027. ChangXin’s breakthrough in 4F² technology has raised fears that storage chips could become much cheaper in the future.
However, SanDisk’s NAND outlook remains intact, with the supply-demand gap expected to peak in Q1 2028.
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Miễn trừ trách nhiệm: Nội dung OKX Orbit chỉ để tham khảo. Tìm hiểu thêm
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BTC/USDTBitcoin
$80.919,9-0,01%
ETH/USDTEthereum
$2.359,07-0,03%
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$119,48-0,03%
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