glimmzy
06-09

$SanDisk Corp.(SNDK)$ Nobody seems to be factoring in Flash taking DRAM share and revenue from SanDisk's HBF platform.

SanDisk is actually moving further up the stack inside the GPU, right next to HBM where Micron sits.

If you saw Apple's Siri announcement, you'd realize the demand for NAND is about to explode.

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