Browsing Tag
Yangtze Memory Technologies
2 posts
YMTC parent seeks $4.9bn IPO after AI boom transforms NAND economics
CCSH Corporation, the parent of Yangtze Memory Technologies, is seeking RMB33 billion through a Shanghai STAR Market IPO after a surge in NAND pricing and AI data-centre demand transformed the chipmaker’s profitability.
Sandisk (SNDK) targets 80% gross margins and 100% cash return through FY2030
Sandisk's FY2028-2030 model targets 80% non-GAAP gross margins and 100% excess cash return, testing whether NBM contracts have broken NAND's cyclicality.