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Memory Stock Sell-Off: Is This the Time to Buy Micron Technology and Sandisk Like There's No Tomorrow?
The Motley Fool·
Micron Technology and Sandisk have experienced significant pullbacks (22% and 30% respectively) despite strong earnings growth projections, driven by AI data center demand for high-bandwidth memory (HBM) and NAND flash. The article argues these pullbacks present buying opportunities as the memory market is undergoing structural changes with over half of DRAM now used in data centers, and HBM demand expected to grow 42% annually through 2033.
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