Citrini Analyst Maintains Bullish Storage Outlook Amid NAND Rumors

Analyst dismisses negative NAND rumors, citing SanDisk's long-term deal strategy and strong neocloud demand, maintaining bullish stance on storage sector.

Woofun AI notes that Citrini analyst jukan maintains a bullish outlook on the storage sector despite circulating bearish rumors regarding NAND and QLC SSD price negotiations. He argues that SanDisk’s proactive strategy of securing over 50% of shipments through long-term agreements, even at lower prices, does not indicate an inability to shift volume to higher-bidding North American clients.

Furthermore, while Chinese module manufacturers face rejection from domestic CSPs due to direct YMTC procurement, jukan asserts that neocloud suppliers possess sufficient demand to absorb unsold QLC enterprise-grade SSD shipments, suggesting negative headlines are receiving disproportionate attention.