invest1 distinct publisher
The memory trade gives back: 20% to 40% off the peak tests the pricing-power story
Micron, Sandisk, Seagate and Western Digital ran 500% to 900% and more since the start of 2025. The recent reversal is the first real market test of the thesis behind it.
Publishers:cnbc.com
Reality
- Evidence52
- Adoption74
- Hype gap+24
- Incentives71
- Confidence55