Browsing Tag
NAND Flash
4 posts
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.
July 10, 2026
Sandisk (NASDAQ: SNDK) post-spinoff NAND ramp meets the Q4 FY26 reporting test
Sandisk (NASDAQ: SNDK) ripped 725% YTD on AI NAND demand with sold-out 2026 capacity. The Q4 FY26 print is where the upcycle finally gets tested.
June 23, 2026
SK hynix stock surges 7% as it unveils world’s first HBM4 mass production and NAND breakthrough
SK hynix stock jumped 7% after unveiling the world’s first HBM4 mass production system and high-performance ZUFS 4.1 NAND launch. Find out what this means for AI memory innovation.
September 12, 2025
SK Hynix shatters records in 2024: AI memory demand drives unprecedented growth
SK Hynix Inc., a global leader in semiconductors, achieved a historic milestone in 2024, reporting its highest-ever revenues…
January 23, 2025