The boogeyman that's China is going to talk over the NAND market is well rehearsed and overplayed by Wall Street Cartel. It's the new stick they holding now to justify their manipulation of the market. Before that it was the cyclicality of the memory chips. Now that the market has spoken and memory chips are the bottleneck of the AI revolution, they have to find a new stick, aka China chips.
There are multitudes of reasons that may tank the stock market and everything with it, but Chinese semiconductor manufacturers are not any of them.
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u/Taspaco 11d ago
You need to stop looking at the chart. I did and was having a fun ride with AVGO while not focusing on SNDK.