Between Sandisk and Pure Storage, most Wall Street analysts see the latter as the more attractive stock at current prices.

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 ...

Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.

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 ...

Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer ...

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, ...

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, ...

Kioxia Corporation announced that it has begun sampling new UFS Ver. 4.1 embedded memory devices with QLC technology.