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Goldman Sachs Meeting Minutes: SanDisk Management Expects Long-Term NAND Supply Constraints, AI Inference as Key Demand Driver
Goldman Sachs' Communacopia+ Technology Conference Day 2 minutes indicate that SanDisk management explicitly stated that NAND supply growth is likely to remain constrained for the foreseeable future, while the widespread adoption of AI inference continues to drive up demand. This medium-to-long-term assessment directly points to a potential support logic for NAND prices.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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