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EXCLUSIVE: China Is Coming For SanDisk—But Not Yet For Micron’s Memory Crown (CORRECTED)

BenzingaJul 27, 2026, 1:52 PMPiero Cingari

Analyst MS Hwang says China is making rapid progress in commodity DRAM and NAND, but the HBM market still belongs to the incumbents.

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Source
benzinga
Observed
Jul 27, 2026, 1:52 PM
Checked
Jul 27, 2026, 1:52 PM
Cadence
Captured once, then retained as an archive reference
Status
fresh

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