NAND Flash Loading... : Investor Sentiment and Bull/Bear Views
Loading chart...
Top Calls
No data yet
Price change since each call, adjusted for long/short direction. Results calculated:
Feed
03:00
Aug 30
Aug 30
NAND oversupply may hit SSD profitability.
Lee says enterprise SSD demand should rise alongside AI data-center storage, but NAND is likely to shift into oversupply faster than DRAM. China's NAND market share has already moved above 12%, and NAND has no HBM-like buffer; mobile and desktop NAND are even more vulnerable. NAND price declines could be much faster than DRAM, so SSD demand growth and memory makers' profitability can diverge.
HIGH
01:45
Aug 26
Aug 26
Memory prices keep rising on supply shortage
He argues DRAM, NAND, and SSD export growth is very strong, and although year-on-year growth rates will slow from Q4 due to a higher base, memory prices should keep rising in Q3 and Q4 because mobile and server DRAM supply shortages cannot be resolved structurally; customers face cost pressures but must buy, and he expects Q3/Q4 price assumptions to be met or exceeded, leading to estimate upgrades, with FX as the main offset risk.
HIGH
About NAND Flash Investor Commentary
Across the available history and selected sources, Buzzberg tracks NAND Flash across 2 sources: 1 bullish vs 0 bearish calls from 2 authors. Historical directional balance: 50% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 2 total trade ideas tracked. Latest voices: Lee Ju-wan, Kim Rok-ho.