Samsung could follow Micron by outsourcing DDR5 and SSD production to third parties to focus on more lucrative HBM and enterprise products — could SanDisk follow suit?
THE SO WHAT
Memory fabs are quietly reprioritizing for HBM and advanced packaging — DDR5 and commodity SSDs are becoming outsourceable, lower-margin inventory. If you depend on standard DRAM/NAND, start mapping supply concentration and contract terms now, because capacity and leverage are drifting toward AI-centric parts.
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