← RJCcapitalTrade on Hyperliquid →Trade on Hyperliquid →
in postSHORT
“YMTC already holds 11–13% of NAND.”
@RJCcapital
YMTC's 11-13% NAND market share and cheap pricing is pulling OEM customers away from Western flash makers like SanDisk
SNDKSHORT@ $1,997.05
$1,233.24+38.25%
since call Jun 24
peak +49.8%
in postSHORT
“MEMORY PRICES COULD COLLAPSE AS CHINA FLOODS THE MARKET WITH CHEAP DRAM AND NAND.”
@RJCcapital
Chinese DRAM at half the global price is flooding Western markets, gutting Micron's ASPs and margins
MUSHORT@ $1,105.21
$814.24+26.33%
since call Jun 24
peak +32.4%
TIMESTAMPS
in post
in post