Serenity(@aleabitoreddit):Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players. Phison CEO: "2027 capacity constraints will be even more severe than in 2026." "Upstream suppliers need up to 4 years from plant construction and equipment investment to actual production. With demand growing explosively and supply expansion limited, the NAND shortage is likely to last for years." Don't quite think I agree with the people claiming it's all over for memory, esp. NAND bottlenecks in 2026...

Serenity

@aleabitoreddit

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Serenity@aleabitoreddit

2026.08.17 08:16

Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players. Phison CEO: "2027 capacity constraints will be even more severe than in 2026." "Upstream suppliers need up to 4 years from plant construction and equipment investment to actual production. With demand growing explosively and supply expansion limited, the NAND shortage is likely to last for years." Don't quite think I agree with the people claiming it's all over for memory, esp. NAND bottlenecks in 2026...