https://www.tomshardware.com/news/western-digital-and-kioxia-report-3d-nand-contamination-impacts-at-least-65-exabytes
2 replies (most recent on top)
Why axe anyone? NAND output down 5%, NAND price up 10%. Net +5%
Supply and demand rules. 1. Own the asset 2. Do not supply the asset 3. Demand goes up. Raise prices. This is why stock went up in after hours