NAND

NAND flash is the storage-tier memory that keeps data without power, layered in vertical stacks (V-NAND) to raise density each generation. It has historically been a lower-margin commodity than DRAM, but AI inference, which needs to park huge amounts of context data cheaply and quickly, is pulling high-speed NAND into the data-center memory hierarchy, potentially reshaping its demand and pricing.

Predictions & track record (5)

• Awaiting grading China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker OvernightCheck whether, after the January 27, 2027 lock-up expiry, CXMT trades closer to Nomura's ¥116 target or Morningstar's ¥14.90 fair value.
• 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.
• Awaiting grading Xiaomi raises phone shipments as OPPO and vivo push back on Samsung's next price hikeScore in Q3 earnings season: did Samsung's Q3 memory prices actually rise as guided, or did OPPO/vivo-style pushback force smaller increases than planned?
• Awaiting grading Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyerScore later: does CMX-linked NAND demand actually climb toward the cited 100M+ terabytes in 2027?

12 related posts

• Watch China's CXMT Surges 470% on Debut, Becoming a $489 Billion Chipmaker Overnight Serenity (@aleabitoreddit) · 2026-07-27
• Watch Storage's new yardstick for AI data centers: not $/TB, but $/GPU-hour Jukan (@jukan05) · 2026-07-26
• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Watch Apple lobbies White House to allow Chinese memory chips as Micron pushes back, WSJ reports 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
• Bear China's YMTC overtakes Micron and SanDisk in NAND market share, closing in on Kioxia Jukan (@jukan05) · 2026-07-23
• Bull Reuters: Intel and AMD in talks for multi-year CPU supply deals with Chinese customers as prices surge and lead times stretch to six months Jukan (@jukan05) · 2026-07-23
• Bull Kioxia jumps 17%, Samsung 6%, as the AI trade rallies across memory, optics, and neoclouds Serenity (@aleabitoreddit) · 2026-07-21
• Watch Xiaomi raises phone shipments as OPPO and vivo push back on Samsung's next price hike Jukan (@jukan05) · 2026-07-21
• Bear China unwinds $37 billion in margin debt over four days as memory chip stocks lead the rout The Kobeissi Letter (@KobeissiLetter) · 2026-07-20
• Bull Nvidia's CMX could soak up huge volumes of NAND, an Apple-sized new buyer Jukan (@jukan05) · 2026-07-20
• Bull Samsung extends its Nvidia alliance into NAND as V10 shipments begin Jukan (@jukan05) · 2026-07-20