NAND Supply: Toshiba & SNDK output plan has upside potential@SBSH The firm believes SNDK will be more aggressive with its NAND production and expects the company to announce that output from its 300mm fab III JV with Toshiba could ramp to around 75K wafers/month by year end, ahead of its previous estimate of 48K. The broker believes supply concerns could create headwinds but new product driven market shares gains will create a tailwind, balancing NAND fundamentals. Shares of SNDK are Hold rated.
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