NAND Flash pricing is entering a phase of sustained pressure that mirrors, and may exceed, recent DRAM market disruptions.
At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
In recent months, Sandisk has ridden an unprecedented shortage of NAND flash memory as AI and hyperscale data centers rapidly ...
NAND memory has flipped from afterthought to headline story in a matter of months, even as global chip sales start to cool at ...
Micron Technology ( MU +7.76%) provides memory and storage solutions -- specifically, the high-performance memory (dynamic random access memory, or DRAM) and storage devices (NAND) used in data ...
NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and ...
According to a report, contract prices for general-purpose DRAM are expected to rise by 55 to 60 percent quarter-on-quarter, ...
Sandisk has been obliterating the Street's revenue and EPS expectations. I see a similar pattern in earnings revisions to ...
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 ...
BiCS8 ramp, HBF innovation and datacenter demand drive pricing, growth and upside. Click for more on SNDK stock.
Samsung's coming exit from MLC NAND production, plus reduced supply from other manufacturers, points to a drastically changed ...
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 ...