MaxWin
2025-12-13

$Micron Technology(MU)$  how come crucial stop making memory chip?? And now ddr4 and ddr5 desktop ram sky rocketing 

SanDisk Breaks $500: Are You on the Board of Storage Supercycle?
SanDisk surged past $500, powered by tight capacity and rising quota-driven demand as memory prices keep climbing. Historically, peak quarterly DRAM price increases were around 35%, but DDR5 demand drove a 53–58% jump in Q4, already breaking past-cycle records. TrendForce now expects Q1 price gains above 60%. Longer term, TrendForce projects the memory market to expand from $551.6B in 2026 to $842.7B in 2027 (+53%), underscoring how AI-driven data growth is reshaping the cycle. With DRAM price hikes exceeding past peaks, is this still early—or already late—in the storage supercycle?
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