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Sandisk's NAND Supercycle: Why I'm Calling For A Strong Buy Before Q3 Earnings
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Sandisk's NAND Supercycle: Why I'm Calling For A Strong Buy Before Q3 Earnings

Seeking Alpha·Hunting Alphas·about 1 month ago
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#source#chevron#alpha#seeking#nand#sandisk

Sandisk benefits from a NAND shortage and AI-driven demand lifting prices, margins, and cash flow. Click here to read an analysis of SNDK stock now.

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Apple’s SSD Problem: Why Even the World’s Largest Tech Company Can’t Escape Soaring NAND Flash Prices
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Apple’s SSD Problem: Why Even the World’s Largest Tech Company Can’t Escape Soaring NAND Flash Prices

WebProNews·Name·about 1 month ago
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#apple#nand#pricing#storage#flash#article

Soaring NAND flash prices driven by AI demand and production cuts are hitting Apple's supply chain hard, threatening margins on iPhones, Macs, and iPads as the company faces its toughest storage cost environment in years.

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China's premiere memory-maker YMTC plans two additional Wuhan fabs using homegrown chipmaking tools — Phase 3 crosses 50% domestic tooling threshold
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China's premiere memory-maker YMTC plans two additional Wuhan fabs using homegrown chipmaking tools — Phase 3 crosses 50% domestic tooling threshold

From Latest from Tom's Hardware: China's premiere memory-maker YMTC plans two additional Wuhan fabs using homegrown chipmaking tools — Phase 3 crosses 50% domestic tooling threshold

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