Browsing Tag
Kioxia Holdings
3 posts
Nanya Technology’s NT$200bn capex bet tests whether AI has changed the DRAM cycle
Nanya Technology plans to quadruple annual capital spending as AI diverts memory capacity away from conventional markets, but record margins and extreme stock gains raise the risk of investing near the top of the cycle.
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset with 20% bandwidth gain
Rambus (RMBS) launches DDR5 9600 Server RDIMM chipset for AI data centers, 20% bandwidth gain. Q2 fiscal 2026 earnings July 27 as memory interface scales.
SanDisk (SNDK) rallies 7.6% on AI NAND supercycle, $42bn backlog anchors thesis
SanDisk (SNDK) rallies 7.6% on AI NAND thesis, $42B backlog validates supercycle. SK Hynix Nasdaq listing July 10 tests scarcity premium ahead of Aug earnings.