While Samsung and SK hynix’s freshly announced record 4Q25 results, NAND giant SanDisk emerges as another major beneficiary amid the AI boom. According to Barron’s, for the December quarter, SanDisk delivered a clear earnings beat, posting adjusted EPS of US$6.20, far above Wall Street’s US$3....

Riding the momentum from SK hynix’s impressive results yesterday, Samsung announced on Jan. 29 that fourth-quarter sales jumped 23.8% year on year to KRW 93.84 trillion, while operating profit more than tripled, soaring 209.2% to KRW 20.07 trillion, marking a record-breaking quarter. The strong...

Ahead of Samsung and SK hynix’s earnings calls, Micron’s $24 billion Singapore investment is drawing attention, signaling a renewed industry focus on NAND. EE Times reports that as AI workloads shifted from training to inference, SSDs powered by NAND are widely deployed in AI data centers, a tre...

According to TrendForce's latest memory spot price trend report, regarding DRAM, rising DDR4/DDR5 prices and challenges in passing on costs have stalled factory procurement, leaving spot market transactions stagnant, yet quotations stay elevated amid ongoing supply shortages. Meanwhile, in NAND, spo...

While memory chipmakers have emerged as the first clear winners of the AI demand surge, the ripple effects are now spreading further down the hardware supply chain, lifting storage-focused players like Seagate and Western Digital. Reuters reported that Seagate on Tuesday forecast third-quarter reven...