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All articles tagged with #nand

Sandisk Could Win the AI Storage Race Despite Alphabet Buzz
technology14 days ago

Sandisk Could Win the AI Storage Race Despite Alphabet Buzz

TurboQuant reduces KV-cache needs by at least 6x for AI inference but does not ease persistent SSD storage demand, leaving Sandisk’s NAND thesis intact. The stock pullback appears headline-driven with unchanged revenue/EPS outlooks for the next four years. Sandisk’s AI storage story is still in early stages (datacenter revenue ~15% of sales, with strong recent growth), so near-term volatility is likely, but the author expects SNDK to retest highs in H2 as capital rotates from DRAM names.

via Seeking Alpha|
#ai-storage#data-center#memory-chip-industry
SanDisk Stock Dips as AI Efficiency Debate Clouds Memory Demand
market-news15 days ago

SanDisk Stock Dips as AI Efficiency Debate Clouds Memory Demand

SanDisk (SNDK) slid about 7% after Google's TurboQuant AI compression tech raised questions about future memory demand; the stock had also fallen following a $1B investment in Nanya Technology. Bank of America’s Wamsi Mohan remains constructive on NAND demand, citing hyperscalers and AI workloads, and notes SanDisk’s move toward longer-term, higher-margin contracts that could sustain growth. He carries a Buy rating with a $900 target, while the broader Street shows a Positive tilt with a Strong Buy consensus and upside potential. The key takeaway is that near-term volatility driven by AI efficiency chatter masks a still intact longer-term NAND demand story.

via TipRanks|
#ai#market-news#memory
Micron’s AI Demand Could Rewire the Memory Cycle
technology21 days ago

Micron’s AI Demand Could Rewire the Memory Cycle

Micron’s results show price-driven growth in DRAM and NAND driven by AI infrastructure demand, with DRAM up mid-60% and NAND up high-70% year over year, pushing gross margins toward 80% as supply remains tight; strategic 5-year contracts improve revenue visibility and AI-driven memory needs in servers, workstations, and high-memory devices expand the market beyond a traditional cycle. Despite solid fundamentals, MU trades around 7.9x FY2026 EPS and 4.8x FY2027 EPS, which the author views as a mispricing: an AI infrastructure stock rather than a pure memory cyclicality play.

via Seeking Alpha|
#ai-infrastructure#dram#memory
Micron Bulls Target $500 as Analysts Anticipate Strong Q2
market-news26 days ago

Micron Bulls Target $500 as Analysts Anticipate Strong Q2

Analysts boosted Micron’s price targets to $500 ahead of fiscal Q2 2026 results on the back of tight DRAM/NAND supply and strong AI/data-center demand. TD Cowen’s Krish Sankar and Robert W. Baird’s Tristan Gerra each raised targets to $500 with Buy ratings, forecasting a Q2 EPS beat ($10.40 vs. $8.82 consensus) and margin upside from long-term agreements; the article notes MU’s 49% year-to-date run and the potential for further re-rating through LTAs and resilient chip demand.

via TipRanks|
#dram#market-news#micron
Micron to invest $24B in Singapore NAND expansion to power AI memory surge
technology2 months ago

Micron to invest $24B in Singapore NAND expansion to power AI memory surge

Micron announced a roughly $24 billion expansion in Singapore to boost NAND supply, adding 700,000 square feet of cleanroom space and aiming for NAND production by late 2028, as AI-driven demand tightens memory markets; the plan includes a $7 billion high-bandwidth memory plant at the same site, with around 1,600 new jobs and a stronger Singapore role in the global semiconductor supply chain amid shortages through 2027.

via CNBC|
#ai#micron#nand
"iPhone 16 Pro: Leaks, Features, and Storage Rumors Unveiled"
technology2 years ago

"iPhone 16 Pro: Leaks, Features, and Storage Rumors Unveiled"

A new report suggests that the upcoming iPhone 16 Pro and iPhone 16 Pro Max models with 1TB storage may face performance challenges due to a potential switch from Triple-Level Cell NAND to Quad-Level Cell NAND, which offers higher density and lower cost but slower read and write speeds. This change could lead to decreased durability and reliability, prompting Apple to optimize the storage or consider adding extra RAM to maintain performance. Additionally, there's speculation about a 2TB storage option, potentially enabled by the density and cost benefits of QLC NAND. The impact on customer satisfaction and the future use of TLC NAND remain uncertain.

via Forbes|
#apple#iphone-16-pro#nand
Samsung Unveils Massive 256TB SSD for Data Centers and Petabyte-Scale Storage
technology2 years ago

Samsung Unveils Massive 256TB SSD for Data Centers and Petabyte-Scale Storage

Samsung has unveiled a teaser for its industry-first 256 TB solid-state drive (SSD) based on 3D QLC NAND memory, offering unprecedented storage density and reduced power consumption. The drive is targeted at hyper-scale data centers and is expected to be available in emerging ESDFF or NGSFF form factors. Samsung also announced its next-generation datacenter PM9A3a SSDs with a PCIe 5.0 x4 interface, promising significant performance improvements and enhanced power efficiency. These drives will be available in various form factors with capacities ranging from 3.84 TB to 30.72 TB in the first half of 2024.

via AnandTech|
#3d-qlc#nand#samsung
Samsung Slashes Memory Chip Production Amidst Profit Plunge.
memory3 years ago

Samsung Slashes Memory Chip Production Amidst Profit Plunge.

Samsung has announced "meaningful" production cuts for NAND and DRAM due to the ongoing slump in demand that has impacted the entire memory industry over the last several months. The cuts come as Samsung Electronics has experienced a substantial drop in revenue and profits, with Q1 sales dropping 19% and operating profits plummeting 95%. Despite these cuts, Samsung intends to continue their long-term investment plans in new fabs. The reduction in memory fab utilization rate will decelerate the drop in commodity memory prices, but the oversupply issue is expected to persist until the third quarter.

via AnandTech|
#dram#market-slump#memory