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MU, SNDK, WDC, DRAM: US Memory Stocks Stay Choppy Even As Samsung Sees Chip Crunch Lasting Through 2028

in5points
  1. Samsung expects the global chip shortage to persist through 2028.

  2. The outlook is bullish for memory producers like MU, SNDK, and WDC.

  3. DRAM and NAND memory stocks remain choppy amid the supply constraints.

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Rajeev Chandrasekhar

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Rajeev Chandrasekhar / Jupiter Capital interests historically

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