Biwin has just signed a $1,860,000,000 deal to get more NAND over the next two years
… We were told, "I think we'll start to see by the end of next year and into 2028 that that ramp really starts to take hold, and then it's just a factor of the forces of supply and demand, and how that affects memory prices." However, SK hynix and Samsung are both trying to minimise risk by not rampi… …