Sandisk: Why NAND May Have More Room To Run Than DRAM

Sandisk shares are down almost 30% over the past month, but the article argues the bullish NAND outlook remains supported by AI-driven demand. It notes NAND prices are rising faster than DRAM, attributed to heightened investment competition in NAND capacity. Overall, the piece frames near-term price weakness as potentially countered by improving NAND fundamentals, leaving sentiment mixed.

Analysis

Sandisk shares are down almost 30% over the past month, but the article argues the bullish NAND outlook remains supported by AI-driven demand. It notes NAND prices are rising faster than DRAM, attributed to heightened investment competition in NAND capacity. Overall, the piece frames near-term price weakness as potentially countered by improving NAND fundamentals, leaving sentiment mixed.