BoA flags NAND downturn: spot prices down 20%+ since mid-October, orders weakening
zephyr_z9 · x · 2026-11-15
Bank of America report lays out three reasons for NAND downside: spot-price corrections of 20%+ since mid-to-late October, weaker orders from PC/smartphone OEMs and even China hyperscalers, and a potential delay in 1Q27 contract price negotiations as customers show no urgency to place rush orders. bearish for $SNDK.
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