Since mem makers said they wil-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Since mem makers said they will need years to build new facilities, and years to fully reach output capacity, it logically means it will take years to reach high margins and revenue assuming the AI bubble doesn't crash. If it crashes, today's profits in cash will be their only chance of survival. Spending early on huge expansions is lethal to this line of business.

SanDisk Crashes 12.6% to Lead Storage Rout — Can the Memory Supercycle Be Trusted?

SanDisk (SNDK) collapsed 12.63%, breaching $1,700, emerging as the hardest-hit name in the storage selloff. The chain reaction from SK Hynix's plunge dragged down semiconductor equipment stocks including Nova, Teradyne, and Kulicke & Soffa. SNDK had surged to record highs on memory supercycle euphoria, with Goldman Sachs issuing a lofty price target — now profit-taking is fierce. With the 'strongest memory rally ever' turning into a stampede within a week, is SanDisk's 12.6% drop a buying opportunity or confirmation that the supercycle has peaked?

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