P Equity Research 📰
@pequityresearch
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Joined April 2023
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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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