SanDisk

$SOXX $NBIS $MU $SNDK $LITE Not calling the bottom, but it sure smells a lot closer than it did two weeks ago… Hong Kong tech (Hang Seng Tech) is now down 43% from its October 2025 peak. And hedge funds just sold global tech harder than at…

$MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going from 10GW of data center power in 2025 to…

This is how you get rich ⚡️ You buy the macro dip in companies that are structural to building the future, with great management and a killer product roadmap. This is the time to add, into fear, into bad news, into uncertainty, not to…

Analysts point to a 30% QoQ price increase for NAND and 20% QoQ for DRAM in Q4. $MU $SNDK $EWY $DRAM https://t.co/16CKZNUlP2

Mizuho: Sandisk > NAND pricing is projected to remain solid through 2027E. > Major eSSD ramp driven by hyperscalers: META, GOOGL, and OCI. Acceleration in KV cache and AI SSDs expanding into 2027/28E. > NBMs provide long-term visibility…

Every major memory maker says it's sold out through 2027, demand described as extremely strong, and the stock prices did not get that memo this month. Micron, SanDisk, SK Hynix and Western Digital have all taken turns falling since October…

UBS: We expect Kioxia to sustain industry-leading NAND margins versus key peers through CY26-27 due to structural advantages in terms of the manufacturing cost per GB. We expect NAND supply shortages to persists through 2027 while QoQ…

UBS says Kioxia has restricted LTAs to 3-year durations and capped committed volumes at approximately 50%, to benefit from potential price increases relative to competitors. $SNDK $DRAM $EWY https://t.co/TKpVvHmTvb https://t.co/3KFIQerde0

Morgan Stanley: CIO Survey > As a result of higher prices, longer lead times, and supply chain uncertainty, 83% of CIOs are making at least some adjustments (including pull-forward) to 2026. > The percentage of CIOs pulling planned 2027…

Breaking: SanDisk is dropping after a Chinese chipmaker said it's catching up on memory $SNDK lost ~$6,300,000,000 in market cap today Leopold Aschenbrenner first bought at ~$112 in September 2025 https://t.co/PUkt85Hfgl

Morgan Stanley: We heard a broad consensus from our industry checks that the AI semis supply chain has strengthened in the last 30 days. We hear the most conviction from DRAM, NAND, HDD, and GPU. $AMD $NVDA $MU $SNDK $WDC $STX

$SNDK $MU $SKHY FUD runs fast but never far. This reminds me of what happened to the memory trade at the beginning of the year. https://t.co/q39a12yTgI

Memory fundamentals are still very strong (stronger than Q1). $MU CEO: - "We expect memory and storage supply demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026." - "We do not have line of sight to when…

Goldman Sachs: We see a potential TAM for HBF of ~$40 billion to $150 billion at a GPU adoption rate of 15%-50% by 2030 given the rapid proliferation of read-heavy and memory-intensive AI inference workloads - despite potential challenges…

$NBIS $SNDK $MU $LITE $AAOI Token demand just keeps going vertical. OpenRouter routed 379 trillion tokens in August, up from 15T a year ago. That’s 25x in twelve months. The jump from July to August added 131T tokens in a single month,…

Memory market spot prices: DRAM: > 4Gb DDR4: +274% > 4Gb DDR3: +243% > 16Gb DDR5: +100% > 8Gb DDR4: +92% > 16Gb DDR4: +30% NAND / Storage: > 256Gb Wafer: +167% > 512GB SSD: +144% > 512Gb Wafer: +44% $SNDK $MU $DRAM $EWY $SKHY

Check out this expert call if you want to learn more about HBF — vendor strategies, HBF vs. HBM in inference, key technical hurdles, and the roadmap for Edge AI. $SNDK $SKHY https://t.co/rPamm0UlFt

Here is an expert call that touches on memory supply and price increases. $MU $DRAM $EWY https://t.co/qtaUUd7JV8

Expert Call | Memory Research — DRAM/NAND Supply Contraction and Price Increases, HBM Capacity Crowd

One of the hardest parts of the memory trade is picking the stock. Forecasts have global memory chip revenue going from $200b in 2025 to over $700B in 2027. That's more than triple in two years. The demand side is easy to see. Every AI…

Automotive history teaches the exact same lesson. Vehicle assemblers capture consumer headlines, but tier one and tier two component suppliers command the engineering moats. Strain wave gearing, roller screws, and precision actuators will…

Breaking: SanDisk is spiking today after Intel's CEO warned the memory shortage could get worse, saying Intel can currently meet only about half of customer chip demand Leopold Aschenbrenner first disclosed a ~$12,900,000 position in…

Lister、キオクシア投資の需要波及DBを提供 https://t.co/KM8PWXDhWz キオクシアとSanDiskの国内5兆円投資を受け、Listerが需要波及企業データベースを提供。工場建設や製造装置だけでなく、搬入輸送や据え付け、保守、リサイクルまで35領域を整理した。

Breaking: Leopold Aschenbrenner's fund is buying back into its former positions Situational Awareness placed options bets on: • AMD $AMD • Bloom Energy $BE • CoreWeave $CRWV • SK Hynix $SKHY • SanDisk $SNDK • Roundhill Memory ETF $DRAM…

Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing…

Here are some of the important takeaways from Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference this week: > Demand for AI compute, infrastructure, and hardware is described as vastly outpacing…

AI inference is about to create a second trillion dollar supply chain because inference is expected to rise from 30% of demand in 2023 to 75% by 2030 (Save this). That means every chatbot, coding assistant, search engine and AI agent will…

Sandisk's HBF stacks NAND in package: in its own emulation, 4 GPUs with 4TB HBF each matched 8 GPUs with 192GB HBM on agentic decode, 16TB of memory against 1.5TB. Base-die spec 0.7 is published, the 256Gbit die has taped out, samples in…

Day 2 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Amkor Technology $AMKR Microsoft $MSFT Sandisk $SNDK NXP Semiconductor $NXPI Dell Technologies…

Day 1 Takeaways | Goldman Sachs Communacopia + Technology Conference 2026 and Citi’s 2026 Global TMT Conference Companies I covered include: Arista Networks $ANET Qualcomm $QCOM Alphabet $GOOGL Vertiv $VRT Cisco $CSCO Broadcom $AVGO…

Sandisk CFO, Luis Visoso, says conversations surrounding HBF have been encouraging but testing from customer awaits: "We're encouraged by the conversations and the relationships we are having with our customers. But we'll see how things…

Micron is testing Near-GPU NAND: high-endurance flash on the GPU package or PCB, hundreds of GB between HBM and system storage. Density traded for endurance and I/O. It follows SK Hynix and SanDisk's HBF. Memory-bound LLMs would need fewer…