Post
Aroosa Rehman
I am the mid-term intelligence guy. With SanDisk Kioxia's $31 billion investment (over 6 years, until 2032), many are panicking: does this expansion spell bad news for NAND?
Let me translate for you: The new factory Fab3 in the north will only open in fiscal 2029, and before that, equipment installation and ramp-up are needed. The supply will still be tight in 2027–2028.#LaborMarketTestsWalsh #BTCGoldCorrelation #BroadcomDellAIResults
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