That dynamic is beginning to show up in financial momentum. The AI investment cycle has supported Kioxia's cash flow recovery following years of cost discipline, contributing to a sharp rise in its ...
NAND flash prices are soaring, with industry insiders expecting upstream contract prices to surge over 100% in the first quarter of 2026. As NAND manufacturers aggressively upgrade their processes, ...
Sandisk has been obliterating the Street's revenue and EPS expectations. I see a similar pattern in earnings revisions to what Nvidia experienced in mid 2023. I believe a 2026 NAND pricing upcycle ...
Exclamation marks, ellipses and ‘haha’ can’t fix our growing inability to communicate. By Nitsuh Abebe “How Many Exclamation Points Are Too Many in an Email? A Psychologist Weighs In.” A psychologist!
Sandisk Corporation has emerged as a structural winner in the AI-driven memory supercycle, benefitting not only from favorable near-term NAND pricing tailwinds, but also accelerating bit demand from ...
In mid-December 2025, an image (archived) circulated online purportedly showing U.S. President Donald Trump using a walker as a mobility aid. Keith Edwards, a Democratic political strategist, posted ...
TL;DR: SK hynix CEO Kwak Noh-Jung unveiled the "Full Stack AI Memory Creator" vision at the SK AI Summit 2025, emphasizing collaboration to overcome AI memory challenges. SK hynix aims to lead AI ...
OpenAI has teamed up with production companies in London and Los Angeles to create a feature-length animated movie made largely with artificial intelligence. As the Wall Street Journal reports, the ...
3D NAND flash memory is built by vertically stacking multiple alternating layers (tiers) of silicon nitride (SiN) and oxide (TEOS) on top of each other. A major challenge in producing multilayered 3D ...
Forbes contributors publish independent expert analyses and insights. Covering Digital Storage Technology & Market. IEEE President in 2024 Several NAND flash manufacturers were discussing higher ...
Micron Technology, Inc. has claimed the industry’s highest-density, radiation-tolerant single-level cell (SLC) NAND product. It is the first device in a new portfolio of space-qualified NAND, NOR, and ...