SanDisk, Kioxia ile geliştirdiği 332 katmanlı BiCS10 3D NAND çipini örneklemeye başladı. Bu teknoloji, 2027'de 512TB SSD modellerini mümkün kılmayı hedefliyor ve mevcut nesle göre %59 daha yüksek yoğunluk sunuyor.
鎧俠與SanDisk宣布推出採用第10代BiCS FLASH技術的1Tb TLC產品樣品。新技術NAND介面速度提升33%，密度與能源效率升級，旨在滿足AI資料中心對高速儲存的需求。然而，短期業績仍由BiCS-8主導，BiCS-10的價值在於提升企業級業務佔比。
市場傳聞Meta將出租多餘算力，引發AI算力過剩及資本支出下修擔憂，導致AI硬體類股如美光、SanDisk、AMD等重挫。華爾街投行認為此舉難以改變產業趨勢，但關注後續資本支出計畫。
SanDisk, PlayStation 5 ve PS5 Pro için 8 TB kapasiteli Optimus GX PRO 850P SSD serisini tanıttı. 3000 dolarlık fiyatıyla konsolun değerini 4-5 katına çıkaran SSD, 7200 MB/s okuma hızı sunuyor.
SanDisk has released new officially licensed storage expansion drives for PS5 and PS5 Pro, the Optimus GX Pro 850P NVMe SSD. Available in 1TB to 8TB, the 8TB model is priced at $2,960 (down from $3,700), significantly higher than console prices, amid a global memory crisis and component scarcity.
SanDisk has released officially licensed PS5 NVMe SSDs, the Optimus GX PRO 850P, in capacities from 1TB to 8TB. The 8TB model costs $2,959.99, significantly higher than comparable Western Digital SSDs due to memory shortages.
Seagate shares dropped over 8% after CEO Dave Mosley expressed concerns about meeting AI-driven demand. Other memory chip stocks also fell, reflecting investor worries about production capacity and long-term demand capture.
Sandisk stock is up over 3,000% in one year. It's not a meme. It's NAND flash—and AI can't get enough of it.
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
Memory chip stocks Micron and Sandisk surged on Monday, continuing their extraordinary runs, after Melius Research analyst Ben Reitzes upgraded Micron to buy with a 41% upside target, noting demand could remain high through decade's end. Micron is up 550% over the past year and approaching $600 billion market cap, while Sandisk has gained 3,000% and hit $157 billion market cap. The global shortage of HBM memory for AI data centers has created a general-purpose DRAM shortage causing prices to skyrocket.
