Some Perspectives on Potential Kioxia/WDC NAND Merger

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Some Perspectives On A Potential Kioxia/WDC NAND Merger
Given the fab arrangement between Kioxia and WDC and the history of NAND business profitability for both companies, the merger will be more beneficial to Kioxia than to WDC. This makes it hard to believe that WDC will spread this business to Kioxia, but time will tell.