P Equity Research 📰(@pequityresearch):CEO of Phison, KS Pua, on NAND demand: "Last September, I mentioned NAND flash is going to be a big supercycle and last for 10 years, then people laughed. By November last year, the industrial didn't believe, but look at today. NAND is in a big undersupply, next year will be the worst." Via @business $SNDK

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P Equity Research 📰@pequityresearch

2026.09.04 03:38

CEO of Phison, KS Pua, on NAND demand: "Last September, I mentioned NAND flash is going to be a big supercycle and last for 10 years, then people laughed. By November last year, the industrial didn't believe, but look at today. NAND is in a big undersupply, next year will be the worst." Via @business $SNDK