#SanDiskMicronSlide

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About SanDiskMicronSlide

Micron and SanDisk fell 3.88% and 5.97% Oct 12; Samsung and SK Hynix also faced pressure. AI demand lifts memory prices and profits, but supply is being reassessed. CXMT disclosed progress on 4F² DRAM, targeting server memory by year-end; mass production is unproven. Samsung and SK Hynix buybacks nearing completion, foreign selling and prior gains may deepen the pullback. Can new capacity in 2027-2028 reshape supply and demand, and can AI sustain margins and valuations?

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