Sandisk's datacenter shipments and restrained bit-supply plan strengthen its growth case, without settling contract protection in a downturn. Management attributed roughly 60% of fiscal Q1 revenue growth to volume and 40% to price; datacenter sales rose 61% sequentially to $4.8B, supplying 88% of total growth. It retains mid-to-high-teens bit growth rather than accelerating supply. Consumer sales fell 29%, and the CFO cautioned against carrying Q2's growth rate into fiscal Q3. x.com  x.com 

Prepaid contracts and demand-paced fabs weaken a broad 2028 memory-glut case. SK hynix says over half its 2027-28 capacity is signed with deposits; 'sold out through 2029' includes negotiations. Samsung targets 60-70% contracted capacity. Micron's three projects begin output in 2H28; tooling follows demand. Reuters says CXMT's 20-30%-yield HBM3E may ship this year to export-restricted Chinese buyers, but performs like older HBM3. Commodity DRAM risks 2028-29 oversupply; NAND could ease in 2H27. … Show more

SanDisk CEO David Goeckeler's report of customer signals beyond fiscal 2030 adds storage to the long-duration AI hardware-demand case. He says those signals come through new-business-model partnerships; Micron and SK hynix in memory and Lumentum in photonics were already cited as signs of demand beyond 2030. x.com 

AI's physical buildout looks set to last to 2030 and beyond because financing, memory supply and hyperscaler spending still point to sustained demand. Nebius has $3.5B in financing, IREN $2.4B at 9% and SPCX $40B for GPU equipment. SK hynix expects shortages through at least 2030 and Samsung says HBM4 is sold out; memory companies are making money with no sign of slowing. Google expects 2027 capex to rise significantly. Pullbacks can happen; be cautious and buy quality. x.com 

Sandisk's growth is coming entirely from higher prices, not more bits shipped, which makes it hard to sustain. Revenue grew 97% quarter over quarter as almost every hyperscaler raised capex to cover rising prices. Its roughly 80% gross margin is excessive and customers resent it; as long as demand far exceeds supply it can keep both, but supply eventually catches up and margins will erode. The open questions are how long new fabs take and whether Sandisk or rivals add the supply. x.com  x.com  … Show more

A worsening memory shortage in 2027 could favor Micron, SanDisk and SK hynix as AI stocks. Samsung warns that the shortage will worsen then. x.com 

The memory sector is finished because China's CXMT has advanced a 4F² DRAM architecture that could greatly increase density. Micron, SanDisk and other memory-stock holders will bleed for months; China will lead AI moving forward, and those stocks are already paying the price. x.com 

Memory remains structurally scarce because SK hynix says conventional DRAM and HBM are practically sold out through 2029, while customers request roughly twice the HBM volume it can produce. Long-term agreements cover more than half of 2027 and 2028 capacity, and the company expects the supply-demand imbalance to persist through 2030. x.com  x.com 

Micron, SanDisk and SK Hynix look very bullish because Samsung says the memory shortage will worsen in 2027. x.com 

Micron and SK hynix pricing in a memory shortage past 2030 extends the memory-cycle case beyond the Street's 2028 expectation. SK hynix's record quarter adds evidence: per Wall St Engine, revenue rose 328% to $78.9B, operating profit rose 632% to $62.8B, and operating margin hit 80%. Agentic and physical AI could add demand as they roll out. x.com  x.com