Interesting beneficiaries post $SNDK earnings that I own: Phison (TPE: 8299) and Macronix (TPE: 2337). Similar to Nayna (1,035.96% 1Y) that filled legacy dram void from $MU, Sk Hynix, and Samsung: Phison does the same with Sandisk with flash (inventory). And Macronix with MLC NAND (owns wafer fabs). So another "legacy void" play. As $SNDK pivots their NAND wafers toward enterprise SSDs to focus on AI, Phison/Macronix looks to fill the vacuum. Esp. when Sk Hynix and Samsung stop making MLC NAND to focus on HBM, the "Last Man Standing" for legacy storage would be those two. Phison happens to be sitting on a massive stockpile of lower-cost NAND from 2024/2025. And Macronix are upping their MLC NAND production to fill the void from the Samsung/SanDisk pivot. So for Nanya v2 left by Sandisk: Phison = Massive stockpile price abritrage Macronix = MLC NAND