모듈 업체

A middleman that buys NAND or DRAM chips and assembles them into SSDs or memory modules, it does not make the chips itself.

Predictions & track record (2)

• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.
• Awaiting grading A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirmsCheck whether Q4 2026 memory price increases actually slow to around 5% quarter-over-quarter as Morgan Stanley's Shawn Kim projected, or come in hotter, which would support the bull case instead.

3 related posts

• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Bear A Morgan Stanley note turning bearish on memory chips is real, and may be behind Korea's KOSPI pullback, analyst Jukan confirms Jukan (@jukan05) · 2026-07-24
• Bull Goldman's 163% upside call on Innolight is a read-through for the whole optics chain Serenity (@aleabitoreddit) · 2026-07-17