Companies making memory chips and storage drives are seeing huge demand, but won't rapidly boost production, even with severe ...
The global race to build artificial-intelligence infrastructure is straining supplies of memory chips and storage devices, ...
A severe market shortage accompanied by sky-high prices would normally compel manufacturers to sharply boost their production. But memory companies have been burned by sharp price swings in the past ...
Sandisk, Western Digital, Seagate and Micron need to keep undershooting demand.
Sandisk rallies on AI memory demand and NAND price hikes, but data center limits and a stretched valuation raise risk ahead ...
After a decade of modest gains, data storage companies like Sandisk, Seagate and Western Digital had a stunning run in 2025.
Nvidia’s Rubin AI drives higher demand for storage and memory. Expect continued shortages and higher prices in 2026. Jensen ...
A chip smaller than one square millimeter stores 160 holographic images at arbitrary 3D coordinates, with each spatial ...
Hard-drive and storage stocks surged after Nvidia CEO Jensen Huang highlighted data storage as a key AI bottleneck at CES.
The transition marks the unspooling of the 2015 merger between the two firms, when Western Digital paid $19 billion for SanDisk to combine hard drive and ...
It’s a great time to be in the business of selling memory, but much less so if you have to buy it. Such was evident in ...
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