AI is driving memory chip shortages, sending Sandisk and other memor makers' stocks surging in recent weeks.
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Memory and storage stocks surged as AI demand slammed into tight supply
The memory trade is pulling in capital fast as chip shortages collide with nonstop AI demand. Storage and chip stocks are ...
BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
Investors’ hunt for the next winners of the AI trade comes as the long-running rally in megacap tech stocks, which has driven ...
Sandisk's revenue grew 60% YoY to $3.03B with 51% margins and a 0.08x PEG ratio following its high-growth spin-off. Find out ...
Optical storage and even DNA storage could be a significant contender for the digital archive market in the coming decades.
CNBC's Jim Cramer on Tuesday said avoid buying Micron, Western Digital, Seagate and Sandisk after their huge runs. Instead, ...
Sandisk stock increased 16x in the past year as demand for artificial intelligence infrastructure led to a severe supply ...
Prices are going up for all Raspberry Pi 4 and Raspberry Pi 5 boards with 2GB of more of LPDDR4 RAM, including the Compute ...
Analyst Soumen Mandal said that in 2020, memory accounted for about 8% of component costs in a flagship device such as Apple's ( AAPL) iPhone 12 Pro Max (6 GB DRAM and 128 GB NAND). By September 2025, ...
Data storage stocks wildly outperformed the market last year. They could do it again in 2026.
Micron's Compute and Networking Business Unit, which includes memory products and storage solutions, is the largest contributor to revenue.
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