美光科技 vs. 闪迪：闪迪筑起了护盾，但美光拥有堡垒（纳斯达克：MU）
· seekingalpha.com
美光受益于HBM驱动的DRAM稀缺性，而闪迪依赖稳固的长期协议来缓解NAND波动。详见为何MU是买入而SNDK是持有。
Delta Analyst focuses on the gap between what the market is pricing in and what company fundamentals can realistically deliver.My research primarily covers U.S....