Cryptopolitan on MSN
Memory and storage stocks surged as AI demand slammed into tight supply
The memory trade is pulling in capital fast as chip shortages collide with nonstop AI demand. Storage and chip stocks are ...
BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
Sandisk's revenue grew 60% YoY to $3.03B with 51% margins and a 0.08x PEG ratio following its high-growth spin-off. Find out ...
Apple CEO Tim Cook says a global memory chip shortage is beginning to bite, with rising costs expected to pressure margins ahead.
On an earnings call with equity analysts today, Apple CEO Tim Cook responded to fast-rising RAM and SSD storage chip prices ...
Data storage stocks wildly outperformed the market last year. They could do it again in 2026.
Analyst Soumen Mandal said that in 2020, memory accounted for about 8% of component costs in a flagship device such as Apple's ( AAPL) iPhone 12 Pro Max (6 GB DRAM and 128 GB NAND). By September 2025, ...
Optical storage and even DNA storage could be a significant contender for the digital archive market in the coming decades.
Micron's Compute and Networking Business Unit, which includes memory products and storage solutions, is the largest contributor to revenue.
MarketBeat on MSN
Forget the chips, buy memory: Why AI money is moving to storage
While the stock market has spent the last two years obsessed with logic chips and GPUs, a significant shift is occurring in ...
Kioxia Corporation announced that it has begun sampling new UFS Ver. 4.1 embedded memory devices with QLC technology.
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