Memory margins so fat that even a 30% price drop in 2028 only trims them to 70%
Beth_Kindig · x · 2026-11-08
Counterpoint Research on the memory market: even if prices drop 30% in 2028, suppliers' margins would only arithmetically ease from 80% to 70%, underscoring extraordinary pricing power in the current memory cycle. Ticker mentions include $MU and $SNDK.
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