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NAND Flash Memory
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Rosenblatt analysts upgraded Sandisk to "Buy," stating that AI will help transform NAND flash memory from a commodity to a critical component.
Rosenblatt analyst Kevin Cassidy initiated coverage of Sandisk stock with a "buy" rating in a Monday report. He noted that as larger AI models and inference demand grow, NAND flash is transitioning fr
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Apple is reportedly negotiating a 3-5 year long-term supply agreement for NAND flash memory with Kioxia, potentially without a price cap, signaling a rare shift in its procurement strategy.
According to the Korean "Economic Forum" on September 8, Apple is negotiating a 3-5 year long-term supply agreement for NAND flash memory with Japan's Kioxia, which may not have a fixed price cap. Thi
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SanDisk and Kioxia to invest over $31 billion in NAND expansion in Japan, backed by $91 billion in contracted demand; SanDisk shares surged 525% YTD
SanDisk (NASDAQ:SNDK) and its Japanese partner Kioxia announced they will invest over $31 billion in Japan over six years to expand NAND flash capacity for the AI era, including $11.3 billion for a ne
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YMTC files for IPO, aiming to raise 33 billion yuan, with a goal to become the world's largest NAND flash manufacturer by the end of 2027.
Yangtze Memory Technologies Co. (YMTC) aims to become the world's largest NAND flash memory maker by the end of 2027, the company told investors and stakeholders at a recent meeting in preparation for
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Kioxia and Western Digital (SanDisk) have partnered to build a third wafer fabrication plant in Iwate Prefecture, Japan, to expand NAND flash memory production to meet AI storage demand.
The new factory will focus on producing the latest generation of high-density 3D NAND flash memory chips, and plans to apply for subsidies from the Japanese government. Kioxia CEO Hiroo Ota and SanDis
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Samsung Electronics and SK Hynix plan to complete a new round of investment in NAND flash memory in China next year to meet the demand for AI servers.
Samsung Electronics has reportedly finalized a supplementary investment plan for the 9th-generation NAND conversion at its Xi'an factory in China, with related equipment procurement orders expected to
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Analysts project Sandisk stock could reach $3,387 in five years, implying a 108% upside.
Analysts project Sandisk stock could reach $3,387 in five years, implying a 108% upside. This forecast is based on strong NAND memory demand, growth in its AI-related data center business, and long-te
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JPMorgan Analyst Reinstates Coverage of Sandisk (SNDK) with Overweight Rating and $2,250 Price Target
JPMorgan analyst Harlan Sur reinstated coverage of Sandisk (SNDK) with an overweight rating and a $2,250 price target. The memory supplier's stock is currently trading around $1,786, implying a potent
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SK Hynix approves $38 billion investment for new memory fab, not expected to be operational before December 2028
SK Hynix's board of directors approved on August 7 a total investment of 54.3 trillion Korean Won (approximately 38 billion USD) for the construction of two new factories. Of this, 35.2 trillion Korea
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China's YMTC ranks third globally in Q2 NAND memory chip shipments with 14% market share, surpassing Micron and Kioxia, according to Counterpoint Research.
China's YMTC ranks third globally in Q2 NAND memory chip shipments with 14% market share, surpassing Micron and Kioxia, according to Counterpoint Research.
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SK Hynix plans to resume construction of its second factory in Dalian, China, expanding local NAND flash production capacity by approximately 50%.
SK Hynix plans to resume construction of its second factory in Dalian, China, expanding local NAND flash production capacity by approximately 50% to accelerate its presence in the enterprise storage m
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Samsung Electronics Expands NAND Supply Partnership with NVIDIA to Accelerate Its V9 and V10 Flash Memory Rollout
Svmuu News: Samsung Electronics is expanding its collaboration with NVIDIA in the NAND flash memory sector, further deepening their memory chip supply relationship on top of their existing partnership
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Analyst: NAND Flash Supply Shortage May Ease by 2027
Svmuu News: Citrini analyst jukan posted on X that TrendForce expects the NAND flash memory supply shortage to ease in 2027. TrendForce noted that servers now account for more than 40% of total NAND f
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SanDisk Faces Market Sell-Off; Goldman Sachs Raises Target Price Against the Trend, Bullish on August Earnings Report
Svmuu News Goldman Sachs clearly predicts in its research report that SanDisk’s fourth-quarter results for fiscal year 2026, to be announced on August 5, will be a “very strong quarter.” The global sh
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SK Telecom: To Invest 3970억 won to Acquire Shares in SK Hynix’s NAND Flash Solutions Company
Svmuu News: SK Telecom to Invest 3970억 won to Acquire Shares in SK Hynix’s NAND Flash Solutions Company. (Jin Shi)
-
Rosenblatt analysts upgraded Sandisk to "Buy," stating that AI will help transform NAND flash memory from a commodity to a critical component.
Rosenblatt analyst Kevin Cassidy initiated coverage of Sandisk stock with a "buy" rating in a Monday report. He noted that as larger AI models and inference demand grow, NAND flash is transitioning fr
-
Apple is reportedly negotiating a 3-5 year long-term supply agreement for NAND flash memory with Kioxia, potentially without a price cap, signaling a rare shift in its procurement strategy.
According to the Korean "Economic Forum" on September 8, Apple is negotiating a 3-5 year long-term supply agreement for NAND flash memory with Japan's Kioxia, which may not have a fixed price cap. Thi
-
SanDisk and Kioxia to invest over $31 billion in NAND expansion in Japan, backed by $91 billion in contracted demand; SanDisk shares surged 525% YTD
SanDisk (NASDAQ:SNDK) and its Japanese partner Kioxia announced they will invest over $31 billion in Japan over six years to expand NAND flash capacity for the AI era, including $11.3 billion for a ne
-
YMTC files for IPO, aiming to raise 33 billion yuan, with a goal to become the world's largest NAND flash manufacturer by the end of 2027.
Yangtze Memory Technologies Co. (YMTC) aims to become the world's largest NAND flash memory maker by the end of 2027, the company told investors and stakeholders at a recent meeting in preparation for
-
Kioxia and Western Digital (SanDisk) have partnered to build a third wafer fabrication plant in Iwate Prefecture, Japan, to expand NAND flash memory production to meet AI storage demand.
The new factory will focus on producing the latest generation of high-density 3D NAND flash memory chips, and plans to apply for subsidies from the Japanese government. Kioxia CEO Hiroo Ota and SanDis
-
Samsung Electronics and SK Hynix plan to complete a new round of investment in NAND flash memory in China next year to meet the demand for AI servers.
Samsung Electronics has reportedly finalized a supplementary investment plan for the 9th-generation NAND conversion at its Xi'an factory in China, with related equipment procurement orders expected to
-
Analysts project Sandisk stock could reach $3,387 in five years, implying a 108% upside.
Analysts project Sandisk stock could reach $3,387 in five years, implying a 108% upside. This forecast is based on strong NAND memory demand, growth in its AI-related data center business, and long-te
-
JPMorgan Analyst Reinstates Coverage of Sandisk (SNDK) with Overweight Rating and $2,250 Price Target
JPMorgan analyst Harlan Sur reinstated coverage of Sandisk (SNDK) with an overweight rating and a $2,250 price target. The memory supplier's stock is currently trading around $1,786, implying a potent
-
SK Hynix approves $38 billion investment for new memory fab, not expected to be operational before December 2028
SK Hynix's board of directors approved on August 7 a total investment of 54.3 trillion Korean Won (approximately 38 billion USD) for the construction of two new factories. Of this, 35.2 trillion Korea
-
China's YMTC ranks third globally in Q2 NAND memory chip shipments with 14% market share, surpassing Micron and Kioxia, according to Counterpoint Research.
China's YMTC ranks third globally in Q2 NAND memory chip shipments with 14% market share, surpassing Micron and Kioxia, according to Counterpoint Research.
-
SK Hynix plans to resume construction of its second factory in Dalian, China, expanding local NAND flash production capacity by approximately 50%.
SK Hynix plans to resume construction of its second factory in Dalian, China, expanding local NAND flash production capacity by approximately 50% to accelerate its presence in the enterprise storage m
-
Samsung Electronics Expands NAND Supply Partnership with NVIDIA to Accelerate Its V9 and V10 Flash Memory Rollout
Svmuu News: Samsung Electronics is expanding its collaboration with NVIDIA in the NAND flash memory sector, further deepening their memory chip supply relationship on top of their existing partnership
-
Analyst: NAND Flash Supply Shortage May Ease by 2027
Svmuu News: Citrini analyst jukan posted on X that TrendForce expects the NAND flash memory supply shortage to ease in 2027. TrendForce noted that servers now account for more than 40% of total NAND f
-
SanDisk Faces Market Sell-Off; Goldman Sachs Raises Target Price Against the Trend, Bullish on August Earnings Report
Svmuu News Goldman Sachs clearly predicts in its research report that SanDisk’s fourth-quarter results for fiscal year 2026, to be announced on August 5, will be a “very strong quarter.” The global sh
-
SK Telecom: To Invest 3970억 won to Acquire Shares in SK Hynix’s NAND Flash Solutions Company
Svmuu News: SK Telecom to Invest 3970억 won to Acquire Shares in SK Hynix’s NAND Flash Solutions Company. (Jin Shi)
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NAND Flash Memory
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