Proactive Investors
22 Jul 2026, 07:18 UTC · 2h ago
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TrendForce predicts the NAND flash memory upcycle will end in H2 2027 as supply exceeds demand, leading to price contractions. — A forecast of oversupply and falling average selling prices is fundamentally bearish for memory chip manufacturers.
-0.60Major suppliers including Samsung, SK Hynix, and Micron are maintaining disciplined capital spending and prioritizing HBM and DRAM over NAND expansion. — Limited supply expansion helps prevent a price collapse and supports margins for memory producers.
+0.40AI inference requirements, specifically KVcache, may increase total NAND storage needs by more than 10%. — Additional AI-driven demand provides a structural tailwind that could offset the declines in consumer electronics.
+0.30Which stocks this story touches
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The company reported positive drill results suggesting a higher-grade mineralisation zone at its project.
The author suggests that demand will likely exceed supply, contradicting a cautious forecast of price contraction.
The author argues against a price contraction, suggesting continued market tightness and demand for the company's products.
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Benzinga
1h ago
