Serenity
2026.03.25 11:07

Woah Nanya was my long earlier in the year...

Did not expect $Sandisk(SNDK.US) to take a $1B+ stake in it just now.

Fact that Sandisk is taking stakes in companies like Nanya, means bottleneck in legacy memory might be bigger / more underpriced than marketes thought.

Massive implications for others like Macronix + other TW companies.

Or... $Sandisk(SNDK.US) just has too much money from NAND price hiking and needed somewhere to spend it?

Source: Serenity

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