$MU This surge up, the core is that the memory shortage on US soil will continue until 2028; even Intel’s CEO has come out to warn that supply will worsen.
On the market, the release of new 512GB DDR5 products and the production ramp-up at the Indian factory are positives, but that’s a 2027 story. What truly affects the present is that ChangXin Memory has moved into NAND, directly challenging Micron’s pricing power.#比特币突破8万美元大关
On the market, the release of new 512GB DDR5 products and the production ramp-up at the Indian factory are positives, but that’s a 2027 story. What truly affects the present is that ChangXin Memory has moved into NAND, directly challenging Micron’s pricing power.#比特币突破8万美元大关
Mu📈 Will it continue to grow?
65%
Mu📉 Will it continue to fall?
35%
48 votes • Voting closed