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Serenity said on X on the 8th that Taiwan's ESMT (3006) could repeat Sandisk's recent strength over the coming months, citing its concentration in legacy and niche storage such as DDR2, SLC NAND and NOR flash, with a single DDR2 chip pegged at roughly $0.96. The channel is pricing power in supply-constrained legacy nodes, which lifts gross margins for niche memory suppliers and reinforces the broader memory upcycle narrative already supporting Samsung Electronics, SK hynix and Sandisk equity beta. Confirmation requires actual contract and spot price prints for DDR2, SLC NAND and NOR flash rather than a single social-media call, and any capacity reallocation back into legacy nodes would cap the margin story.
As a Research signal, watch whether it changes price action, volatility, or flows around SNDK, 000660, 005930.
Original Source: 토큰포스트
This page is market information analysis, not investment advice.
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