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MACRONIX
📋 Macronix is a pure play on NOR Flash with 30-35% market share and smaller market cap ($6
medium convictionFirst mentioned Mar 1, 2026
Macronix is a pure play on NOR Flash with 30-35% market share and smaller market cap ($6.7B) compared to peers. Price hikes so far are modest; for a significant re-rating similar to SanDisk ($SNDK), steeper hikes are needed.
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entry Mar 1, 2026
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watchedMar 1, 2026
Macronix is a pure play on NOR Flash with 30-35% market share and smaller market cap ($6.7B) compared to peers. Price hikes so far are modest; for a significant re-rating similar to SanDisk ($SNDK), steeper hikes are needed.
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dormantMay 29, 2026
No qualifying thesis event for 45+ days.