Phase 0a refresh: STX/WDC read as a deep pullback inside an extreme intact repricing; SanDisk's Monday print is memory read-through, not a nearline signal

Event

Phase 0a refresh: STX/WDC read as a deep pullback inside an extreme intact repricing; SanDisk's Monday print is memory read-through, not a nearline signal

Summary

  • Type: monitoring-check (subtype: cohort read-through, entity-boundary discipline) - event_id: 2026-08-22-nearline-storage-eod-phase-0a-refresh - Source: (candidate roundup: MU/STX/WDC/SIMO change1y and vsSma200 read); ("Watch Monday: SanDisk reports... after a year that has repriced memory entirely"). - Sh
2 events
DateTypeEvent
Aug 22 tweetSemiAnalysis — 3D NAND is switching word lines from tungsten to molybdenum above ~300 layers Aug 8 ArticleMemory Splits: the Shortage Story Is Intact, the Single Names Are Not

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