BofA flags NAND memory downside
Bank of America reportedly warns of NAND downside, citing spot price falls of about 20% since October, weaker device and China hyperscaler orders and possibly delayed contract talks.
Not yet known
- Unconfirmed: whether Bank of America has issued a NAND memory downside warning
- Unconfirmed: whether NAND spot prices have fallen about 20% since mid-to-late October
- Unconfirmed: whether PC, smartphone and China hyperscaler NAND orders have weakened
- Whether 1Q27 NAND contract price negotiations will be delayed
What we know
Bank of America reportedly sees NAND as a bigger concern: spot prices are down roughly 20% since mid-to-late October, orders are weaker among PC and smartphone makers and China hyperscalers, and 1Q27 contract price negotiations may be delayed.
What people are posting
Posts on X this story draws on. They are individual users' views and have not been verified by Global Eye 24.
@zephyr_z9
“BoA: NAND downside... spot-price corrections (down 20%+/- since mid- to late-Oct)”
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