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Goldman Sachs Meeting Minutes: SanDisk Management Expects Long-Term NAND Supply Constraints, AI Inference as Key Demand Driver
Goldman Sachs' Communacopia+ Technology Conference Day 2 minutes indicate that SanDisk management explicitly stated that NAND supply growth is likely to remain constrained for the foreseeable future,
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SanDisk (SNDK) stock surges 632% year-to-date to $1,738, analysts maintain 'Hold' rating
Analysts rate SanDisk (SNDK) a 'Hold', citing strong momentum that has outpaced the margin of safety for new buyers, despite the stock's year-to-date surge of 632% to $1,738. The company benefits from
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Dell's Q2 revenue surged 58% year-over-year to $47 billion, with AI server backlog reaching $95 billion. The company significantly raised its full-year guidance, and its COO stated, "What we're short on is DRAM, DRAM, DRAM!"
Dell announced its second-quarter fiscal year 2027 results for the period ending July 31, with revenue reaching $47 billion, a 58% year-over-year increase, surpassing market expectations. Non-GAAP ear
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YMTC is forecast to boost NAND output by nearly 25% to 2.50 million wafers in 2027, driven by its third plant in Wuhan
China’s Yangtze Memory Technologies (YMTC) is forecast to increase its annual NAND wafer output by 486,000 wafers, from 2.01 million this year to 2.50 million in 2027. This expansion, expected by mark
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SK Hynix's board of directors approved an investment of approximately $38.282 billion (54.3 trillion Korean Won) to build two new wafer fabrication plants in South Korea.
This move aims to expand DRAM and NAND production bases to meet the growing demand for HBM and advanced memory driven by AI. Specifically, the Yongin Y2 factory will focus on HBM and next-generation D
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Fierce Korea-Japan NAND Competition: Samsung Electronics and Japan's Kioxia Simultaneously Mass-Produce Latest-Spec AI Storage Chips, Accelerating Upgrades in AI Data Centers and Edge Markets
According to South Korean tech media ZDNet, Japan's Kioxia began mass production of its tenth-generation (BiCS 10) 3D NAND in early July, and on this basis, completed the commercialization of its PCIe
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Samsung Electronics unveils new 3D memory roadmap at FMS Summit, introducing zHBM, zNAND-O, and V10 BV-NAND, aiming for leadership in AI memory.
On August 4, local time, Samsung Electronics officially unveiled several cutting-edge memory technologies at the annual Flash Memory Summit (FMS). Among them, zHBM is a conceptual product that vertica
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Citrini Analyst: Still Bullish on Storage; Negative News Is Drawing More Attention
Svmuu News: Citrini analyst jukan posted on X, noting that bearish views and rumors regarding NAND appear to be circulating recently, particularly from China, along with negative news related to QLC p
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Citrini Analyst: UBS Raises DRAM and NAND Price Forecasts
Svmuu News: Citrini analyst Jukan posted on X that UBS has raised its price forecasts for DRAM and NAND. It now expects DRAM prices to rise 32% quarter-over-quarter in the third quarter and 18% quarte
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SK hynix Plans to Invest 100 Trillion Won in Cheongju to Expand Its NAND Factory
Svmuu News: SK hynix CEO Kwak Noh-jung announced on July 2 at the National Briefing on the Vision for Advanced Industry Development in the Chungcheong Region that SK hynix plans to invest 100 trillion
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Lenovo: Rising DRAM and NAND prices will become the new normal and continue beyond 2030
Svmuu News: Citrini analyst jukan posted on X, stating that Lenovo has described rising memory prices as the “new normal.” DRAM and NAND flash prices have entered a structural uptrend, and even if maj
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Guojin Securities: Micron Technology Drives Implementation of Long-Term Contracts; Supply-Demand Gap Expected to Persist
Svmuu News: According to a research report by Guojin Securities, Micron is moving forward with the implementation of long-term agreements, and the supply-demand gap is expected to persist. Micron has
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Exercising Caution on Capital Expenditures: Kioxia’s Market Capitalization Exceeds 50 Trillion Yen, but FY Investment Plan Is Down 10% From the 2023 Peak
Svmuu News: AI investor Lupang posted on X that while Kioxia’s market capitalization recently surpassed 50 trillion yen, the company remains cautious about its future capital expenditures compared to
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Bernstein: DRAM and NAND Contract Prices Continue to Rise, QoQ Increase Expected at Approximately 60% in Q2
Svmuu reports that Bernstein's latest monthly tracking report shows DRAM and NAND contract prices continued to rise month-over-month in May. Comprehensive indicators point to a quarter-over-quarter in
-
Goldman Sachs Meeting Minutes: SanDisk Management Expects Long-Term NAND Supply Constraints, AI Inference as Key Demand Driver
Goldman Sachs' Communacopia+ Technology Conference Day 2 minutes indicate that SanDisk management explicitly stated that NAND supply growth is likely to remain constrained for the foreseeable future,
-
SanDisk (SNDK) stock surges 632% year-to-date to $1,738, analysts maintain 'Hold' rating
Analysts rate SanDisk (SNDK) a 'Hold', citing strong momentum that has outpaced the margin of safety for new buyers, despite the stock's year-to-date surge of 632% to $1,738. The company benefits from
-
Dell's Q2 revenue surged 58% year-over-year to $47 billion, with AI server backlog reaching $95 billion. The company significantly raised its full-year guidance, and its COO stated, "What we're short on is DRAM, DRAM, DRAM!"
Dell announced its second-quarter fiscal year 2027 results for the period ending July 31, with revenue reaching $47 billion, a 58% year-over-year increase, surpassing market expectations. Non-GAAP ear
-
YMTC is forecast to boost NAND output by nearly 25% to 2.50 million wafers in 2027, driven by its third plant in Wuhan
China’s Yangtze Memory Technologies (YMTC) is forecast to increase its annual NAND wafer output by 486,000 wafers, from 2.01 million this year to 2.50 million in 2027. This expansion, expected by mark
-
SK Hynix's board of directors approved an investment of approximately $38.282 billion (54.3 trillion Korean Won) to build two new wafer fabrication plants in South Korea.
This move aims to expand DRAM and NAND production bases to meet the growing demand for HBM and advanced memory driven by AI. Specifically, the Yongin Y2 factory will focus on HBM and next-generation D
-
Fierce Korea-Japan NAND Competition: Samsung Electronics and Japan's Kioxia Simultaneously Mass-Produce Latest-Spec AI Storage Chips, Accelerating Upgrades in AI Data Centers and Edge Markets
According to South Korean tech media ZDNet, Japan's Kioxia began mass production of its tenth-generation (BiCS 10) 3D NAND in early July, and on this basis, completed the commercialization of its PCIe
-
Samsung Electronics unveils new 3D memory roadmap at FMS Summit, introducing zHBM, zNAND-O, and V10 BV-NAND, aiming for leadership in AI memory.
On August 4, local time, Samsung Electronics officially unveiled several cutting-edge memory technologies at the annual Flash Memory Summit (FMS). Among them, zHBM is a conceptual product that vertica
-
Citrini Analyst: Still Bullish on Storage; Negative News Is Drawing More Attention
Svmuu News: Citrini analyst jukan posted on X, noting that bearish views and rumors regarding NAND appear to be circulating recently, particularly from China, along with negative news related to QLC p
-
Citrini Analyst: UBS Raises DRAM and NAND Price Forecasts
Svmuu News: Citrini analyst Jukan posted on X that UBS has raised its price forecasts for DRAM and NAND. It now expects DRAM prices to rise 32% quarter-over-quarter in the third quarter and 18% quarte
-
SK hynix Plans to Invest 100 Trillion Won in Cheongju to Expand Its NAND Factory
Svmuu News: SK hynix CEO Kwak Noh-jung announced on July 2 at the National Briefing on the Vision for Advanced Industry Development in the Chungcheong Region that SK hynix plans to invest 100 trillion
-
Lenovo: Rising DRAM and NAND prices will become the new normal and continue beyond 2030
Svmuu News: Citrini analyst jukan posted on X, stating that Lenovo has described rising memory prices as the “new normal.” DRAM and NAND flash prices have entered a structural uptrend, and even if maj
-
Guojin Securities: Micron Technology Drives Implementation of Long-Term Contracts; Supply-Demand Gap Expected to Persist
Svmuu News: According to a research report by Guojin Securities, Micron is moving forward with the implementation of long-term agreements, and the supply-demand gap is expected to persist. Micron has
-
Exercising Caution on Capital Expenditures: Kioxia’s Market Capitalization Exceeds 50 Trillion Yen, but FY Investment Plan Is Down 10% From the 2023 Peak
Svmuu News: AI investor Lupang posted on X that while Kioxia’s market capitalization recently surpassed 50 trillion yen, the company remains cautious about its future capital expenditures compared to
-
Bernstein: DRAM and NAND Contract Prices Continue to Rise, QoQ Increase Expected at Approximately 60% in Q2
Svmuu reports that Bernstein's latest monthly tracking report shows DRAM and NAND contract prices continued to rise month-over-month in May. Comprehensive indicators point to a quarter-over-quarter in
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