$Micron Technology(MU)$ $SK hynix(SKHY)$ $SanDisk Corp.(SNDK)$ $iShares Semiconductor ETF(SOXX)$ Consumer sentiment data is worth keeping an eye on for the personal device side of the memory market. The consumer has been generally weak over the years since Covid, and that weakness is already baked into memory market expectations. If we get an awakening consumer, that would be an insane addition on top of the HBM data center demand.
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