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Memory Supercycle Update
All top memory producers fully booked through 2026.
·1 min read·28 views
all the top 3 memory producers' (Micron, SK Hynix, Samsung) NAND & DRAM production is fully booked for all of 2026. shortages expected to continue to Q2 2027.
make of this information what you will :)
we remain very bullish on memory & storage
storage plays brief primer list: Seagate (STX), Sandisk (SNDK), Western Digital (WDC)