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NAND demand stays strong as chip sales slump. Is SanDisk or Western Digital stock a better buy in January 2026?
NAND memory has flipped from afterthought to headline story in a matter of months, even as global chip sales start to cool at ...
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
Sandisk has been obliterating the Street's revenue and EPS expectations. I see a similar pattern in earnings revisions to ...
The technology industry is increasingly talking about GPUs being central to AI infrastructure, but the limiting factor ...
According to a report, contract prices for general-purpose DRAM are expected to rise by 55 to 60 percent quarter-on-quarter, ...
Released every 12 to 18 months, 3D NAND scaling outpaces most other semiconductor devices in replacement rate and performance ...
BiCS8 ramp, HBF innovation and datacenter demand drive pricing, growth and upside. Click for more on SNDK stock.
The late 1990s saw the widespread introduction of solid-state storage based around NAND Flash. Ranging from memory cards for portable devices to storage for desktops and laptops, the data storage ...
SanDisk stock jumped 6% pre-market Thursday after analyst upgrades from RBC, Bernstein, and Barclays plus news of planned Q1 ...
Samsung's coming exit from MLC NAND production, plus reduced supply from other manufacturers, points to a drastically changed ...
There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to ...
The 3D NAND Flash Memory Market is driven by increasing demand for higher storage capacities in smartphones, laptops, and data centers. Advancements in AI and IoT, requiring robust data storage ...
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