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#sandisk
Business
from24/7 Wall St.
3 weeks ago

Sandisk Drops 5%: AI Breakout or Speculative Bubble? The Memory Sector's Hottest Debate

Sandisk stock fell 5% after a significant gain, influenced by Micron's earnings and profit-taking after a 1,200% increase over the past year.
Tech industry
from24/7 Wall St.
2 months ago

Live: Will SanDisk's Epic Rally Continue After Q2 Earnings Tonight?

SanDisk faces a crucial Q2 as AI-driven NAND shortages and surging memory prices pressure expectations for continued revenue, margin expansion, and stock gains.
Business
from24/7 Wall St.
17 hours ago

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.
Business
from24/7 Wall St.
4 days ago

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.
Business
from24/7 Wall St.
1 week ago

SanDisk Gains 5%: 3 Reasons the Memory Supercycle Is Far From Over

SanDisk shares have surged 5% after a significant decline, reflecting investor confidence in the memory market's recovery and ongoing demand.
Business
from24/7 Wall St.
1 week ago

Sandisk's Path to $1,000 Per Share Runs Through the AI Memory Boom

SanDisk's stock surged 1,350% post-spinoff, driven by AI demand for NAND flash storage, raising questions about reaching $1,000 per share.
Business
from24/7 Wall St.
3 weeks ago

Sandisk Drops 5%: AI Breakout or Speculative Bubble? The Memory Sector's Hottest Debate

Sandisk stock fell 5% after a significant gain, influenced by Micron's earnings and profit-taking after a 1,200% increase over the past year.
Gadgets
fromThe Verge
5 days ago

The AI RAM shortage is also driving up SSD prices

Consumer SSD prices have surged dramatically, with some models increasing by over 300% since late 2025 due to high demand and limited supply.
Software development
fromInfoQ
1 week ago

When Every Bit Counts: How Valkey Rebuilt Its Hashtable for Modern Hardware

Redis clones offer opportunities for optimization and learning, but often lack full implementation and reliability essential for caching.
Mobile UX
fromGSMArena.com
1 week ago

Here's how much more Xiaomi is currently paying for memory and storage

Xiaomi is facing a significant increase in RAM and storage costs, impacting smartphone pricing and margins.
Business
from24/7 Wall St.
3 days ago

Analyst's $1,250 Call Makes Sandisk the AI Boom's Pure-Play NAND Winner

NAND flash prices are rising, boosting Sandisk's stock to new highs and prompting analysts to raise price targets significantly.
Science
fromNature
1 week ago

Breakthrough computer chip tech could help meet 'monumental demand' driven by AI

A new light source enables the creation of 8 nm wide structures on silicon wafers, increasing transistor density for advanced computer chips.
Tech industry
fromTheregister
4 days ago

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.
Tech industry
fromTheregister
4 days ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
fromGSMArena.com
1 week ago

Report: Samsung is looking to offset rising RAM prices in an unusual way

Samsung has reportedly swapped out its homemade OLED panels in some mid-range models for the Chinese CSOT-made OLEDs, aiming to reduce overall costs and avoid raising consumer prices.
Mobile UX
Gadgets
fromZDNET
1 week ago

Why I'm ditching my cheap PC cloning software for this M.2 dock that's highly functional

Icy Box Docking and CloneStation is a versatile tool for accessing and cloning various types of drives without tools.
#micron-technology
Business
from24/7 Wall St.
3 days ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Business
from24/7 Wall St.
4 days ago

Micron Rewarded Patient Investors Over the Past Decade With Huge Rewards

Micron Technology transformed from a cyclical memory chipmaker to a leading AI infrastructure provider, significantly increasing revenue and stock value.
Tech industry
from24/7 Wall St.
1 week ago

Micron Jumps 4%, SanDisk Gains 3% as AI Tailwinds Drive Memory Sector Higher

Micron and SanDisk stocks rise due to increased AI infrastructure spending driving demand for memory chips.
Tech industry
from24/7 Wall St.
2 weeks ago

Micron's Future Hinges on 2 Emerging Challenges

Micron Technology reported a 771% earnings surge, but faces long-term challenges from AI efficiency and increased competition from SK Hynix.
Tech industry
from24/7 Wall St.
3 weeks ago

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.
#micron
from24/7 Wall St.
6 days ago
Tech industry

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.
Business
from24/7 Wall St.
2 weeks ago

Micron Just Hit a Ceiling. Here's the Most Likely Path From Here

Micron's impressive quarterly earnings led to a stock reversal, highlighting the challenges of maintaining investor enthusiasm in a high-expectation market.
Tech industry
from24/7 Wall St.
6 days ago

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.
Business
from24/7 Wall St.
2 weeks ago

Micron Just Hit a Ceiling. Here's the Most Likely Path From Here

Micron's impressive quarterly earnings led to a stock reversal, highlighting the challenges of maintaining investor enthusiasm in a high-expectation market.
European startups
fromTechCrunch
2 weeks ago

Memory chip giant SK hynix could help end 'RAMmageddon' with blockbuster US IPO | TechCrunch

SK hynix is preparing for a potential U.S. listing to raise $10 billion to $14 billion and improve its trading value in the AI chip market.
Gadgets
fromZDNET
2 weeks ago

Don't ignore your desktop PC's empty M.2 slots - they're more useful than you think

M.2 slots in desktop PCs can be utilized for various upgrades beyond storage, enhancing performance and connectivity.
Tech industry
fromKotaku
5 days ago

Dell Says AI Demand For RAM Will Increase Dramatically In Future

The demand for RAM is predicted to increase significantly due to AI and datacenter needs, potentially worsening the ongoing RAM crisis.
#ai-storage
DevOps
fromTechzine Global
3 weeks ago

NetApp launches EF50 and EF80 for AI and HPC workloads

NetApp's EF50 and EF80 storage systems deliver 250% more throughput than previous generation, optimized for AI training, HPC, and high-performance computing with 1.5 petabytes in 2U chassis.
DevOps
fromTechzine Global
3 weeks ago

NetApp launches EF50 and EF80 for AI and HPC workloads

NetApp's EF50 and EF80 storage systems deliver 250% more throughput than previous generation, optimized for AI training, HPC, and high-performance computing with 1.5 petabytes in 2U chassis.
Gadgets
fromTheregister
2 weeks ago

AMD doubles up on V-Cache with 9950X3D2 Dual Edition

AMD's Ryzen 9 9950X3D2 Dual Edition CPU enhances gaming and production performance with 16 cores and 192 MB L3 cache.
#intel-core-ultra-200s-plus
Video games
fromArs Technica
1 month ago

Intel shores up its desktop CPU lineup with boosted Core Ultra 200S Plus chips

Intel's Core Ultra 200S Plus processors add more cores, faster memory support, and improved internal communication to boost gaming performance by an average of 15 percent.
Video games
fromArs Technica
1 month ago

Intel shores up its desktop CPU lineup with boosted Core Ultra 200S Plus chips

Intel's Core Ultra 200S Plus processors add more cores, faster memory support, and improved internal communication to boost gaming performance by an average of 15 percent.
fromTheregister
1 month ago

RAM is getting expensive, so squeeze the most from it

Both work with Linux's existing swapping mechanism. Swapping (called paging in Windows) is a way for the kernel to handle running low on available RAM. It chooses pages of memory that aren't in use right now and copies them to disk, then those blocks can be marked as free and reused for something else.
Software development
fromGSMArena.com
1 month ago

SK hynix has developed 1c LPDDR6 RAM, which is faster and more efficient than older standards

The company has developed 16 gigabit LPDDR6 chips that will be used in smartphones and tablets with on-device AI. Bandwidth-hungry AI tasks will see a 33% speed-up in data processing compared to LPDDR5X. The new RAM has a base operating speed of 10.7Gbps.
Mobile UX
Tech industry
fromTechzine Global
3 weeks ago

Cisco Silicon One combines uniform chip design with specific deployments

Cisco's Silicon One G300 is a 102.4 terabit networking chip designed for advanced AI data center infrastructure.
Tech industry
fromTheregister
3 weeks ago

Your next car night need 300GB of RAM, and so will robots

Micron Technology projects sustained growth driven by AI demand, with autonomous vehicles and humanoid robots requiring 300+ gigabytes of DRAM, while the company tripled revenue year-over-year to $23.86 billion in Q2 2026.
fromGSMArena.com
3 weeks ago

AMD buys HBM4 from Samsung for AI data centers

Samsung and AMD share a commitment to advancing AI computing, and this agreement reflects the growing scope of our collaboration. From industry-leading HBM4 and next-generation memory architectures to cutting-edge foundry and advanced packaging, Samsung is uniquely positioned to deliver unrivaled turnkey capabilities that support AMD's evolving AI roadmap.
Tech industry
#portable-ssd
fromKotaku
2 months ago
E-Commerce

While Samsung and Crucial SSDs Hold Steady, Kingston's Portable Drive Hits a New Low - Kotaku

fromKotaku
2 months ago
Gadgets

Crucial X10 Pro 4TB SSD Gets a Surprise Price Drop While 1TB and 2TB Stay Full Price on Amazon - Kotaku

fromKotaku
2 months ago
E-Commerce

While Samsung and Crucial SSDs Hold Steady, Kingston's Portable Drive Hits a New Low - Kotaku

fromKotaku
2 months ago
Gadgets

Crucial X10 Pro 4TB SSD Gets a Surprise Price Drop While 1TB and 2TB Stay Full Price on Amazon - Kotaku

Tech industry
fromTechzine Global
3 weeks ago

Samsung and AMD strengthen collaboration on HBM4 for AI chips

Samsung and AMD expand collaboration to supply HBM4 memory for MI455X accelerators, DDR5 for EPYC processors, and explore foundry partnership for next-generation products.
Artificial intelligence
fromTechzine Global
2 months ago

IBM FlashSystem: 'Autonomous AI takes over 90% of storage management'

IBM's FlashSystem 5600/7600/9600 integrate agentic AI to autonomously manage storage, reducing management effort up to 90% while optimizing performance, security, and costs.
Business
from24/7 Wall St.
1 month ago

SanDisk Climbs 6% as Sector-Wide Memory Shortage Fuels Fresh Investor Optimism

SanDisk shares surge on structural NAND flash memory shortage driven by AI infrastructure demand, with supply constraints expected to persist until 2028.
fromTechzine Global
2 months ago

Dell PowerStore 4.3 supports 30TB QLC drives and enhanced cybersecurity

The new version combines lower costs with improved cybersecurity and offers up to 2 petabytes of storage in a 2U rack space. Companies are struggling with explosive data growth, increasing cyber threats, and limited budgets. Dell Technologies is responding to this with PowerStore 4.3, a platform that addresses storage challenges without compromising performance or security. The latest version brings innovations that double storage density and reduce energy costs.
Information security
Business
from24/7 Wall St.
1 month ago

5 Reasons Why Sandisk Can Rise Another 1,500%

SanDisk stock has surged over 1,500% since its spin-off and could potentially double again due to soaring NAND Flash prices and sustained AI data center demand.
Gadgets
from24/7 Wall St.
1 month ago

Western Digital vs Seagate After the Sell-Off: One Storage Rival Is a Clear Winner

Western Digital offers superior growth potential with 40% year-over-year revenue guidance, while Seagate provides higher dividend income at 0.81% yield, making the choice dependent on whether investors prioritize growth or income.
#solid-state-batteries
fromZDNET
2 months ago
Science

Why the next-gen solid-state battery everyone talks about isn't in your iPhone yet

fromZDNET
2 months ago
Gadgets

I switched to a solid-state portable battery for a week - now lithium-ion feels outdated

fromZDNET
2 months ago
Gadgets

Why your iPhone isn't powered by a solid-state battery yet - even though it beats lithium-ion

fromZDNET
2 months ago
Science

Why the next-gen solid-state battery everyone talks about isn't in your iPhone yet

fromZDNET
2 months ago
Gadgets

I switched to a solid-state portable battery for a week - now lithium-ion feels outdated

fromZDNET
2 months ago
Gadgets

Why your iPhone isn't powered by a solid-state battery yet - even though it beats lithium-ion

Artificial intelligence
fromTechzine Global
1 month ago

SK Hynix significantly increases production of AI memory

SK Hynix will significantly increase 2026 capital investments to scale up production of high-bandwidth memory chips for AI data centers amid severe global demand.
Tech industry
fromThe Verge
1 month ago

Framework raises RAM and storage prices again

Framework raises RAM and storage prices for the fourth consecutive month due to supplier shortages, with DDR5 RAM now costing $13-$18 per GB and the Desktop base model increasing to $1,269.
#dram-shortage
fromFortune
1 month ago
Artificial intelligence

Rampant AI demand for memory is fueling a growing chip crisis | Fortune

fromFortune
1 month ago
Artificial intelligence

Rampant AI demand for memory is fueling a growing chip crisis | Fortune

Gadgets
fromWIRED
1 month ago

The Best MicroSD Cards I've Tried

For most users, MicroSD cards from reputable brands with U3 or V30 ratings offer the best speed-to-price balance, with exceptions for professional videography and Nintendo Switch 2 gaming.
fromTheregister
2 months ago

Positron opts for laptop RAM over HBM to take on Nvidia

On paper, Positron's next-gen Asimov accelerators, no doubt named for the beloved science fiction author, don't look like much of a match for Nvidia's Rubin GPUs. Yet, the Arm-backed AI startup boasts its inference chip will churn out five times as many tokens per dollar while using one-fifth the power of Nvidia's latest accelerators to do it. Those are certainly some bold claims, which the company contends are possible because the chip was designed to support large-scale inference workloads.
Artificial intelligence
fromTechzine Global
2 months ago

Memory pricing expected to double this quarter beyond record high

DRAM contract prices are now expected to rise around 90 to 95 percent quarter-over-quarter. NAND flash similarly sees a huge jump, with expected prices ballooning by 55 to 60 percent compared to Q4 2025. Specifically, PC DRAM prices could more than double even from their elevated positions late last year. This will invariably result in overall price increases across all product categories, though varying in significance depending on component costs.
Artificial intelligence
Tech industry
from24/7 Wall St.
1 month ago

AMD Looks to Displace Intel With World's First Copilot+ Desktop Chips

The AI PC market will grow at 30% annually from 2025 to 2034, reaching $967 billion, driven by on-device AI demand, with AMD's Ryzen AI 400 Series challenging Intel's x86 dominance through superior AI performance capabilities.
Gadgets
fromTheregister
1 month ago

Micron's first PCIe 6.0 SSDs are all about AI

Micron's PCIe 6.0 9650 SSDs deliver up to 28 GB/s transfer rates and are targeted at datacenter AI storage rather than consumer PCs.
Gadgets
fromTheregister
1 month ago

Memory price hikes will kill off budget PCs and smartphones

Rising memory prices driven by AI demand will cause PC shipments to drop over 10% and smartphone shipments to fall 8% in 2026, eliminating budget devices below $500.
#memory-prices
from24/7 Wall St.
2 months ago

SanDisk and Western Digital are the Real AI Kings of 2026

As investors turned their back on software (notably, the seat-based software-as-a-service companies), they're turned towards hardware in a big-time way. You wouldn't know it by looking at those flat shares of Nvidia ( NASDAQ:NVDA), but the iShares Semiconductor ETF ( NASDAQ:SOXX) is up around 13% year to date, with few signs of slowing down. The winners within semis have been broad, but the undisputed kings of the 2026 semiconductor surge belongs to the memory and storage stocks.
Business
fromZDNET
2 months ago

This thumb-sized accessory gave my old PC an instant speed boost (and twice the storage)

In the not-so-distant past, the solution for boosting the speed of an aging, sluggish PC was to add more RAM or upgrade the processor. Now, the way to sail over that speed bump is to get a new storage drive, and there's no better storage upgrade for performance than fitting your system with an M.2 drive. Also: What is MoCA 2.5? How this low-cost networking option can seriously improve your internet There is no shortage of excellent M.2 drives out there, but if you're looking for high-end performance and stability when the going gets tough, the is well worth a look.
Gadgets
fromZDNET
2 months ago

I tested Raspberry Pi's new USB flash drive - and it has a critical advantage over competitors

Well, you can, but there are a couple of features that are pretty specific to the Raspberry Pi Flash Drive. The first is SMART health reporting and support for TRIM. While I've come across a few drives that had the chips to do this, I can't think of any other flash drives off the top of my head that offer this.
Gadgets
#ram-shortage
#hbm4
fromZDNET
2 months ago

This SSD enclosure has become one of my most-used laptop accessories - here's why

With this setup, the Samsung SSD achieved read speeds of roughly 4,000 MB/s and write speeds of about 1,300 MB/s. Those are great numbers. Accessing files felt instantaneous. It took no time at all to open the movie I stored inside the drive. The read speed also shows that the enclosure isn't restricting the drive. It's making full use of the Thunderbolt connection. Writing large files is equally impressive, letting users save big files fast.
Gadgets
fromThe Verge
2 months ago

Samsung's discounted microSD Express card more than doubles your Switch 2 storage

If you buy digital games for the Nintendo Switch 2, Samsung's P9 microSD Express card offers an easier way to expand your storage without constantly deleting games to make room. It's cheaper than other microSD cards, and it's even better value right now, with the 512GB version priced at $79.99 ($40 off) - just $5 shy of its best price to date. You can alternatively buy the 256GB model for $39.99 ($15 off) at Amazon.
Gadgets
Tech industry
fromTheregister
2 months ago

Server CPUs join memory crunch, with prices set to rise

Datacenter servers face CPU supply constraints atop severe memory shortages, raising system costs while shipments still grow at double-digit rates.
Tech industry
fromArs Technica
2 months ago

Kioxia's memory is "sold out" for 2026, prolonging a "high-end and expensive phase"

AI-driven memory demand is causing record profits for RAM and flash makers and will keep SSD and RAM prices high through at least 2026.
Tech industry
fromTheregister
1 month ago

Oxide plans new rack attack with Zen 5 CPUs, DDR5

Oxide Computer raised $200M Series C to upgrade rack-scale servers with AMD Turin (Zen 5) blades, DDR5 6400 MT/s memory, and higher networking capacity.
Tech industry
fromTheregister
2 months ago

Microsoft touts immature HTS tech for datacenter efficiency

High-temperature superconducting (HTS) power delivery can reduce datacenter power losses, increase electrical density, and save space compared with copper or aluminum wiring.
fromComputerworld
2 months ago

Memory shortage threat helps trigger PC buying spree

Global PC shipments rose by 9.6% in the fourth quarter of 2025, according to IDC's latest Worldwide Quarterly Personal Computing Device Tracker, however, it is unlikely those increases will continue, due in part to a pending memory shortage that will impact both enterprise and consumer markets. IDC stated in a release that it expects that the PC market will be far different in 12 months, given how quickly the memory situation is evolving.
Tech industry
fromTheregister
2 months ago

Intel greets memory apocalypse with Xeon workstation CPUs

The Xeon 600 lineup spans the gamut between 12 and 86 performance cores (no cut-down efficiency cores here), with support for between four and eight channels of DDR5 and 80 to 128 lanes of PCIe 5.0 connectivity. Compared to its aging W-3500-series chips, Intel is claiming a 9 percent uplift in single threaded workloads and up to 61 percent higher performance in multithreaded jobs, thanks in no small part to an additional 22 processor cores this generation.
Tech industry
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