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📋 Phison and Macronix are positioned as 'legacy void' plays following Sandisk's pivot to enterprise SSDs and the shift of Samsung/SK Hynix to HBM, leaving a vacuum in legacy NAND supply
medium convictionFirst mentioned Jan 30, 2026
Phison and Macronix are positioned as 'legacy void' plays following Sandisk's pivot to enterprise SSDs and the shift of Samsung/SK Hynix to HBM, leaving a vacuum in legacy NAND supply. Phison benefits from a stockpile of lower-cost NAND for arbitrage, while Macronix increases MLC NAND production to fill the gap.
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entry Jan 30, 2026
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openedJan 30, 2026
Phison and Macronix are positioned as 'legacy void' plays following Sandisk's pivot to enterprise SSDs and the shift of Samsung/SK Hynix to HBM, leaving a vacuum in legacy NAND supply. Phison benefits from a stockpile of lower-cost NAND for arbitrage, while Macronix increases MLC NAND production to fill the gap.
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dormantMay 29, 2026
No qualifying thesis event for 45+ days.