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Micron Says Memory Supply Will Be Much Tighter in 2028. Sandisk's Contracts Limit How Much It Can Gain.
Sandisk shares dropped around 23% in the third quarter, its first quarterly decline since the second quarter of 2025. Micron's NAND flash prices climbed around 30% sequentially last quarter, after gains in the mid-80% range a quarter earlier. Sandisk expects its long-term supply deals…