BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...
Between Sandisk and Pure Storage, most Wall Street analysts see the latter as the more attractive stock at current prices.
Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer ...
Memory and data storage stocks tumbled on Thursday after the group saw investors rush into the names over the past six months, fueled by the artificial intelligence spending boom. Despite Thursday's ...
Forbes contributors publish independent expert analyses and insights. This second article discusses announcements by Samsung, Trendforce, IDC and Neo Semiconductor as well as a combined talk by ...
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, ...
Both Seagate Technology Holdings plc (STX) and Micron Technology (MU) are key players in data infrastructure, with STX delivering large-capacity hard drives for enterprise and cloud data centers, and ...
NVIDIA CEO Jensen Huang gave an hour and 45-minute keynote talk just before the start of the 2025 CES. He gave many announcements, including announcing a desktop AI machine called Project DIGITS, ...
Celebrating 20 Years of Driving Innovation in Memory, Storage, and Data Architecture SANTA CLARA, Calif., Dec. 15, 2025 /PRNewswire/ -- FMS: the Future of Memory and Storage, the industry's premier ...
It's also not ready to tell us the release date, but hasn't delayed the hardware.
Kioxia Corporation announced that it has begun sampling new UFS Ver. 4.1 embedded memory devices with QLC technology.
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