Bullish for SNDK, WD, STX, MU.
Sony just slammed the brakes — hard.
Almost its entire lineup of SD cards and CFexpress cards? Shipment halted.
Entry-level 64GB? Gone.
High-end 1920GB monsters pushing 1800MB/s? Also gone.
No stock. No timeline. Just silence.
Official reason? One line:
Global semiconductor shortage.
Memory chips are running dry.
Many thought the chip crisis was yesterday’s story. Old news. Priced in.
Sony just woke the market up — violently.
When a giant like Sony can’t secure enough memory supply,
this isn’t a hiccup… it’s a structural crack.
The supply chain problem was never fixed.
It was just hidden.
Now it’s back —
and this time, it’s hitting real products, real users, and real demand.
The semiconductor reshuffle isn’t coming.
It’s already here.
@TigerPM @TigerStars @TigerObserver @Daily_Discussion @Tiger_comments
Modify on 2026-03-31 07:34
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
- 1PC·03-30 21:59Nice Sharing 😁 @Barcode @Shyon @JC888 @Aqa @DiAngel @koolgal2Report