Supply Shortage Forecast
- Short-term (H2 2026): The gap is widening, NAND contract prices are expected to surge by 40%-55%, with SanDisk's entire product line continuing to climb in price and supply tightening;
- Mid-term (2027): Supply and demand ease slightly but remain in deficit, narrowing the gap to around 2%;
- Full Relief Point: Late 2027 to Early 2028, significant improvements will only occur after new high-capacity NAND production lines start shipping in bulk.
I shorted but it didn’t pan out, just gonna hit the hay.
- Short-term (H2 2026): The gap is widening, NAND contract prices are expected to surge by 40%-55%, with SanDisk's entire product line continuing to climb in price and supply tightening;
- Mid-term (2027): Supply and demand ease slightly but remain in deficit, narrowing the gap to around 2%;
- Full Relief Point: Late 2027 to Early 2028, significant improvements will only occur after new high-capacity NAND production lines start shipping in bulk.
I shorted but it didn’t pan out, just gonna hit the hay.