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So far, it seems that the mismatch between memory supply and demand will widen in 2027. But even if open market memory prices fall by around 80% at the end of the cycle, beginning in the back half of 2028, Micron should still show strength, the analysts say. \"We think trough annualized EPS will still be HIGHER than where MU will likely guide annualized EPS next Q--a very powerful statement and one that we think the market will ultimately reward,\" they say. 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Ltd. ( ($KR:003530) ) has shared an update. Hanwha Investment & Securities has filed a supplementary shelf 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Reaffirms Buy Ratings on Korea's Memory Chip Duo: AI's \"Continual Learning\" Fuels eSSD Demand, Projecting 6.1% NAND Supply-Demand Gap by 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=1194313937","media":"Stock News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194313937?lang=en_us&edition=fundamental","pubTime":"2026-09-23 15:06","pubTimestamp":1790147193,"startTime":"0","endTime":"0","summary":"Citi has released a global semiconductor research report, asserting that the expansion of AI \"continual learning\" and inference demand will drive enterprise SSD (eSSD) demand up 52.9% year-on-year 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