Browsing Tag
NAND
6 posts
SK Hynix (SKHYV) Nasdaq debut raises $26.5bn, second-largest US IPO ever after SpaceX
SK Hynix (SKHY) opens at $170 in $26.5B Nasdaq debut, +14% from $149; CEO Kwak says memory crunch persists beyond 2030 as Micron valuation discount closes.
MU stock surges 15% on record Micron Q3 revenue and HBM4 ramp
Micron Technology NASDAQ MU beats Q3 estimates with $41.46B revenue as 16 Strategic Customer Agreements lock in $100B and HBM4 ramps. Read full analysis.
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.
SanDisk surges 11% after Apple admits memory price hikes are unavoidable
SanDisk (SNDK) surges 11 percent after Apple's Tim Cook calls memory price hikes unavoidable, confirming NAND supplier pricing power. Full executive analysis.
Why Micron Technology and Western Digital are becoming key AI infrastructure stocks in 2026
AI demand is turning memory chips into a market battleground. Find out why Micron and Western Digital stocks are back in focus.
SK hynix near all-time high as record Q1 2026 earnings confirm AI memory supercycle thesis
SK hynix posts record Q1 2026 results: 37.61 trillion won operating profit at 72% margin. What the numbers mean for AI memory and semiconductor investors. Read more.