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Data Storage

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Micron Says HBM Sold Out Through 2027 and Has Secured Roughly $100 Billion in Take‑or‑Pay Deals

Those contracts and $22 billion of customer deposits have made high‑bandwidth memory the binding choke point for AI accelerator deliveries, with Sept. 30 earnings set to show if high prices and margins can hold.

SanDisk Added to S&P 100 as Stock Jumps after Blowout Quarter

Memory Stocks Rally as Sold‑Out HBM Capacity, Nvidia Commitments and Upgraded Price Forecasts Lift the Sector

MINISFORUM Unveils Two AMD‑Powered Edge AI Systems at IFA

SanDisk’s Stock Surges After Investor Day as Management Unveils Aggressive Long‑Term Model

Nvidia Caps Guarantee at $105 Billion and Invests $1.5 Billion in Ohio AI Campus

SanDisk Lays Out Bullish Three‑Year Model, Sends Stock Higher

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

AI Memory Boom Confronts China‑Fueled Market Rethink for SanDisk and Micron

Micron Repriced by AI Memory Demand as Stock Pulls Back From June Highs

SanDisk Draws Wall Street Frenzy While Retail Traders Stay Quiet

Sandisk Pulls Back After Massive Rally as Investors Eye August Earnings

Samsung Starts Mass Production of PM1763 PCIe 6.0 SSD for Nvidia’s Vera Rubin

Bain Capital Completes Sale of Kioxia Stake

Kioxia Begins Mass Production of 332‑Layer Flash at Kitakami

SanDisk Rally Draws Citi $2,500 Target and Sharp Volatility

SanDisk Rockets on AI-Driven NAND Shortage as Buyers Lock In Multiyear Deals

Chinese DRAM and NAND Win First Major Slots in PCs and Modules

SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

Record NAND Revenues Surge as AI Datacenters Squeeze the Global PC Market