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The memory supercycle is here: 2 winners from 1 breakup
While the broader stock market has spent years fixated on the processors that allow artificial intelligence (AI) to think, a ...
The management then projected Q3 revenue to be in the range of $4.4 to $4.8 billion, with EPS significantly ahead of ...
The memory market is split into two parts: DRAM (dynamic random access memory) and NAND (flash memory). Given its speed, DRAM ...
According to data from S&P Global Market Intelligence, the stock finished the year up 143%. As the chart below shows, the ...
BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
Opinion
14don MSNOpinion
Jim Cramer Says AI Stocks Micron and Sandisk (Up Over 600% Since January 2023) Can Go Even Higher
CNBC's Jim Cramer thinks Micron and Sandisk can maintain their momentum because of an unprecedented memory chip supply shortage.
The global shortage of NAND flash memory is no longer a short-term disruption—it is now a defining force reshaping how data ...
TL;DR: KIOXIA is showcasing its advanced NAND flash technology at CES 2025, featuring scalable BiCS FLASH 3D solutions, SSDs for AI, and flash memory for various applications. The exhibit highlights ...
Shares of SanDisk Corp. extended their sharp rally on Monday, climbing more than 16% as investors continued to respond to the ...
Kioxia Corporation announced that it has begun sampling new UFS Ver. 4.1 embedded memory devices with QLC technology.
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