Worries that the market for DRAM and NAND chips will cool this year are flawed, writes Daniel Kim with Macquarie Research. He thinks prices will keep rising because supply will remain tight and Apple and other manufacturers have no other choice but to pay up to build their wares. That may be good for Micron and Western Digital and Samsung, among others.

Source: Micron, Western: DRAM, NAND Prices To Continue Higher, Says Macquarie – Barron’s

Uptrend for Micron and Western Digital still intact, or so it seems.