Postingan
M.Mamoon Khan
JPMorgan expects SanDisk to guide >20% annual revenue growth at Investor Day.
LTAs, HBM customization, and eSSD demand shifts are reshaping storage into a structural cycle.
Contracts cover 50% of FY27 wafer capacity with $93.9B minimum revenue commitment.
Will this shift from commodity to structural cycles redefine how investors value storage companies?
Penafian: Konten OKX Orbit ini hanya disediakan untuk tujuan informasi. Selengkapnya
Balasan
Belum ada komentar. Jadilah yang pertama membalas!
Kripto Trending
BTC/USDTBitcoin
$83.347+0,01%
ETH/USDTEthereum
$2.500,92-0,01%
UNI/USDTUniswap
$7,27-0,02%
Berita pasar hari ini
1#SepCPIHikeWatch
2#TSMCOct15Earnings
3#KOSPIDropsOver6%
