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#sandisk — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #sandisk, aggregated by home.social.

  1. Jensen Huang Told CES 2026 That Memory Is Now the Biggest Bottleneck in AI. Micron and Sandisk Have Outperformed Nvidia’s Stock Ever Since.

    CES, held annually in January, is one of the most important trade shows where tech companies go to…
    #NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #CA #Canada #DataCenters #MicronTechnology #Nvidia #revenuegrowth #Sandisk #Technology #totalrevenue
    newsbeep.com/ca/811273/

  2. Is Fed’s Warsh Wrong About AI? South Korea May Provide Answer

    The main electronic signboard in the lobby of the Korea Exchange (KRX) in Yeouido, Seoul, South Korea, displays…
    #EuropeSays #Korea #KR #SouthKorea #DRAM #hynixstock #KoreaETF #koreastock #KOSPI #MemoryETF #Micron #samsungstuck #sandisk #SKhynix
    europesays.com/korea/90438/

  3. SK Hynix Drops 5%, SanDisk Slides 6%, Western Digital Slips 4% as Traders Take Profits in Memory Stocks

    Quick Read SK Hynix whipsawed from a 27% Tuesday surge to a 6% Wednesday drop as traders lock…
    #EuropeSays #Korea #KR #SKHynix #EnergyX #GeneralMotors #Micron #sandisk #SK #SKhynix #WesternDigital
    europesays.com/korea/87550/

  4. Micron, SanDisk, Western Digital Fall 6% as SK Hynix’s Weak Outlook Rattles Memory Stocks

    Quick Read After SK Hynix plunged 15% on an 8%-below-consensus profit estimate, Micron, SanDisk, and Western Digital each…
    #EuropeSays #Korea #KR #SKHynix #EnergyX #GeneralMotors #Micron #Micronstock #sandisk #SK #SKhynix #stock #WesternDigital
    europesays.com/korea/84578/

  5. The AI Memory Chip Market Could Reach $476 Billion by 2030. Here Are 2 Stocks Positioned to Win.

    The memory market is booming right now as tech companies race to have the most capable artificial intelligence…
    #NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #CA #Canada #datacenter #memorymarket #MemoryShortage #MicronTechnology #Sandisk #Technology
    newsbeep.com/ca/798593/

  6. SK Hynix Falls In Seoul After Strong Nasdaq Debut: MU, SNDK, US Memory Stocks Decline Overnight Amid Fresh US-Iran Tensions

    The moves come after SK Hynix’s blockbuster Nasdaq debut on Friday that sent its shares up nearly 13%.…
    #EuropeSays #Korea #KR #Seoul #chipstocks #Micron #Micronstock #MUstock #sandisk #SanDiskstock #SKhynix #skhynixshares #SKHynixstock #SKHY #SNDK #USmemorystocks #USstrikesiran #US-IRAN #WDCstock #WesternDigital #WesternDigitalstock
    europesays.com/korea/83947/

  7. The AI Memory Chip Market Could Reach $476 Billion by 2030. Here Are 2 Stocks Positioned to Win.

    The memory market is booming right now as tech companies race to have the most capable artificial intelligence…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #datacenter #memorymarket #memoryshortage #MicronTechnology #sandisk #Technology
    newsbeep.com/us/759087/

  8. SK Hynix’s Nasdaq Debut Just Became the Largest U.S. Listing by a Foreign Company

    For the memory and storage boom driven by artificial intelligence (AI), investors have flooded into companies like Micron…
    #EuropeSays #Korea #KR #SKHynix #KoreanExchange #MicronTechnology #nasdaq #sandisk #SK #SKhynix
    europesays.com/korea/82905/

  9. Meta Internal Memo Leaked: Signs Long-Term Deals with SanDisk, Samsung; AI Compute Capacity to Double to 14 GW by 2027 — BigGo Finance

    A leaked internal memo has fully exposed Meta Platforms’ (META) AI infrastructure expansion ambitions, triggering intense bullish-versus-bearish divergence…
    #EuropeSays #Korea #KR #SamsungElectronics #AMD #Anthropic #Broadcom #Irischip #MetaPlatforms #MorganStanley #NVIDIA #OpenAI #Samsung #sandisk #SKhynix #SumitomoElectric #TSMC
    europesays.com/korea/81813/

  10. MU, Memory Stocks Drop Premarket In Samsung-Triggered Selloff: Poll Shows Most Retail Traders Passing On SK Hynix On Friday

    Forty percent of some 4,400 voters in a Stocktwits poll said they will skip investing in the SK…
    #EuropeSays #Korea #KR #SK #memorystocks #Micron #Microndecline #micronshares #Micronstock #MUstock #Samsung #samsungresults #samsungstock #sandisk #Sandiskshares #SanDiskstock #SKGroup #SKhynix #skhynixlisting #SKHynixnasdaq #SNDK
    europesays.com/korea/78887/

  11. SK Hynix Has a Massive Warning for Sandisk Stock Investors

    Sandisk (NASDAQ: SNDK) stock has made investors significantly richer over the past year, delivering stunning gains of more…
    #EuropeSays #Korea #KR #SKHynix #NANDflash #sandisk #SK #SKhynix #supplyshortage
    europesays.com/korea/77573/

  12. SNDK, WDC, MU: US Memory Stocks Rebound Overnight After Anthropic-Driven Selloff; Traders Eye Samsung Results Next Week

    Chip stocks fell on Thursday after a report said that Anthropic was in talks with Samsung to design…
    #EuropeSays #Korea #KR #Samsung #DRAM #memorystocks #Micron #Micronstock #MU #SamsungGroup #samsungresults #samsungstock #sandisk #SanDiskstock #SNDK #STX #WDC #WesternDigital #WesternDigitalstock
    europesays.com/korea/75701/

  13. Apple’s China Chip Sourcing Plan Triggers Global Semiconductor Rout; SK Hynix Plunges 15% in Single Day — BigGo Finance

    A seismic shockwave triggered by Apple’s supply chain strategy adjustments ripped through capital markets in the U.S., Japan,…
    #EuropeSays #Korea #KR #SKHynix #Apple #CXMT #JensenHuang #KioxiaHoldings #MicronTechnology #SamsungElectronics #sandisk #SK #SKhynix #U.S.DepartmentofDefense1260HList #YMTC
    europesays.com/korea/74277/

  14. Palantir vs. SanDisk: Two Paths to AI Riches, One Winner

    Quick Read Both PLTR and SNDK posted blowout quarters, with Palantir’s U.S. commercial revenue surging 133% and SanDisk’s…
    #NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #CA #Canada #commercialrevenue #NAND #palantir #Sandisk #Technology #top10AIstocks
    newsbeep.com/ca/776303/

  15. heise+ | Schnellere Leistungsbewertung von SSDs durch intelligentes Preconditioning

    In Tests sind frische SSDs schneller als im laufenden Betrieb. Daher bereitet man sie nach festgelegten Verfahren vor – was Sandisk nun beschleunigt.

    heise.de/hintergrund/Schneller

    #IT #SanDisk #SSD #news

  16. heise+ | Schnellere Leistungsbewertung von SSDs durch intelligentes Preconditioning

    In Tests sind frische SSDs schneller als im laufenden Betrieb. Daher bereitet man sie nach festgelegten Verfahren vor – was Sandisk nun beschleunigt.

    heise.de/hintergrund/Schneller

    #IT #SanDisk #SSD #news

  17. heise+ | Schnellere Leistungsbewertung von SSDs durch intelligentes Preconditioning

    In Tests sind frische SSDs schneller als im laufenden Betrieb. Daher bereitet man sie nach festgelegten Verfahren vor – was Sandisk nun beschleunigt.

    heise.de/hintergrund/Schneller

    #IT #SanDisk #SSD #news

  18. heise+ | Schnellere Leistungsbewertung von SSDs durch intelligentes Preconditioning

    In Tests sind frische SSDs schneller als im laufenden Betrieb. Daher bereitet man sie nach festgelegten Verfahren vor – was Sandisk nun beschleunigt.

    heise.de/hintergrund/Schneller

    #IT #SanDisk #SSD #news

  19. heise+ | Schnellere Leistungsbewertung von SSDs durch intelligentes Preconditioning

    In Tests sind frische SSDs schneller als im laufenden Betrieb. Daher bereitet man sie nach festgelegten Verfahren vor – was Sandisk nun beschleunigt.

    heise.de/hintergrund/Schneller

    #IT #SanDisk #SSD #news

  20. A Doctor At Home: The Rise Of Ambient Home Health Monitoring

    There is significant opportunity to improve long term health outcomes with ambient home monitoring. getty Wearables have been…
    #NewsBeep #News #Technology #Amazon #CA #Canada #Economy #Google #Irán #memory #Microsoft #Nvidia #Sandisk #SpaceX #TESLA
    newsbeep.com/ca/768219/

  21. The AI Memory Supercycle Could Last Longer Than Investors Expect. That’s Great News for Micron and Sandisk.

    The latest earnings for Micron (NASDAQ: MU) didn’t just show that the supercycle in memory chip stocks is still…
    #NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #memoryproducts #Micron #quarterlyrevenue #sandisk #Technology
    newsbeep.com/us/731411/

  22. AI inference keeps getting pricier, and a lot of that cost is memory. High Bandwidth Flash (HBF) aims to change that: HBM-class speed, up to ~16x the capacity, far less per GB. What it is, how it could cut inference cost, and why it isn't shipping yet. buysellram.com/blog/high-bandw

    #HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall

  23. Micron posted record DRAM revenue but can fill only ~two-thirds of demand. Three reasons supply won't catch up: HBM eats the wafers, new fabs are years out, and output is pre-sold. Pulled server memory is now real supply.

    buysellram.com/blog/high-bandw

    #HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall

  24. AI inference keeps getting pricier, and a lot of that cost is memory. High Bandwidth Flash (HBF) aims to change that: HBM-class speed, up to ~16x the capacity, far less per GB. What it is, how it could cut inference cost, and why it isn't shipping yet.
    buysellram.com/blog/high-bandw
    #HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #Semiconductors #NAND #SKhynix #SanDisk #MemoryWall

  25. If you run AI models in production, you've probably noticed how much of the cost traces back to memory.

    Every token a model generates is served from fast memory sitting right next to the GPU. That memory — High Bandwidth Memory, or HBM — is scarce, expensive, and effectively sold out for 2026. It's the same crunch that pushed DDR5 prices several times higher this past year. For long-context models and agents, memory is now the single largest cost driver in inference.

    High Bandwidth Flash (HBF) is built to attack that. The idea: take the cheap, dense flash from SSDs and rebuild it to keep pace with a GPU — much of HBM's bandwidth, up to 8–16x the capacity, at a fraction of the cost per GB. In one vendor simulation, an HBM+HBF hybrid hit up to 2.69x higher throughput per watt than HBM alone.

    The catch: HBF isn't shipping. Samples are due in late 2026, first systems in 2027 — the savings so far live in simulations, not invoices.

    New explainer covers what HBF is, how it would cut cost, the alternatives (CXL, processing-in-memory, LPDDR modules), and how seriously to take the claim.

    buysellram.com/blog/high-bandw

  26. Running AI in production? A lot of the bill is memory. Every token a model generates is served from fast memory next to the GPU — and that memory, HBM, is scarce and expensive.
    HBF is built to attack that cost: much of HBM's bandwidth at a fraction of the price per GB. A new explainer covers what HBF is, how it could lower inference costs, and how close it actually is.

    buysellram.com/blog/high-bandw

    #HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #NAND #SanDisk #MemoryWall

  27. Running AI in production? A lot of the bill is memory. Every token a model generates is served from fast memory next to the GPU — and that memory, HBM, is scarce and expensive.
    HBF is built to attack that cost: much of HBM's bandwidth at a fraction of the price per GB. A new explainer covers what HBF is, how it could lower inference costs, and how close it actually is.
    buysellram.com/blog/high-bandw

    #HBF #HighBandwidthFlash #AIinference #HBM #AImemory #GPU #DataCenter #NAND #SanDisk #MemoryWall #tech