Browsing Tag
Western Digital
5 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.
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.
KIOXIA bets on QLC economics to widen client SSD adoption
KIOXIA has launched its EG7 QLC SSDs for PC OEMs. Read why this lower-cost storage push could matter for laptops, margins, and market share.
Kioxia, Western Digital open new semiconductor fab in Yokkaichi
Kioxia, a Japanese computer memory manufacturer, and Western Digital, an American computer hard disk drive manufacturer and data…
Western Digital speeds up storage systems exit, sells IntelliFlash to DDN
DataDirect Networks acquisition of IntelliFlash : Big data storage supplier DataDirect Networks (DDN) has agreed to acquire IntelliFlash,…