NuAxiSemiconductor trade intelligence
👀 The memory boom is fueling more than record profits—it’s locking in supply for years to come! From #Samsung and #SKhynix to #Micron and #SanDis...
What happened
The source states that the memory boom is fueling more than record profits and is locking in supply for years to come, with memory giants including Samsung, SK hynix, Micron and SanDisk racing to secure LTAs (long-term agreements). SanDisk reported a blockbuster 1QFY27 quarter: revenue skyrocketed 378% YoY and EPS surged 6,913%. The NAND company had already secured 8 NBM customers by August, and says existing clients are now exploring longer-term deals (still at the exploring stage, not confirmed as concluded).
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
memoryNAND
LTAmemory boomNANDquarterly resultslong-term agreements
Source and time
Source: TrendForce Official (Market Data) · 10/29/2026 · View original source
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