WS #13634
Holding: newest synthesis is 93d 11h old
2027 memory capacity sold out across Samsung, SK Hynix, Micron; Citi slashes Micron price target on memory risks. Apple to launch iPhone Ultra, AirPods Ultra, MacBook Ultra between late 2026 and early 2027.
Memory shortage escalation
2027 memory capacity sold out across Samsung, SK Hynix, Micron; Citi slashes Micron price target on memory risks.
Apple to launch iPhone Ultra, AirPods Ultra, MacBook Ultra between late 2026 and early 2027.