Sandisk’s BiCS9 QLC, CBA, and the 80% Gross Margin Question — Semiconductor News, August 14, 2026
中文摘要
由于缺乏支撑看涨情绪的关键数据，闪迪关于BiCS9 QLC和CBA的前景并不乐观。
English Summary
Sandisk's outlook on BiCS9 QLC and CBA is not overly bullish, as the data needed to justify such optimism is still missing.
原文节选
My take: Sandisk’s outlook isn’t too bullish — the numbers that would explain the bullishness are still missing. Continue reading on Medium »