Teknoloji
09.08.2026AI özeti
NVIDIAが「cuFile API」をオープンソース化、キオクシアとSandiskは第10世代3Dフラッシュメモリ開発
NVIDIAがGPU直接アクセス用API「cuFile」のオープンソース化を発表。また、キオクシアとSandiskはQLC技術と332積層を用いた第10世代3Dフラッシュメモリの開発を発表した。
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Sandisk
Sabit11 haber8 kaynakSon güncelleme: 09.08.2026
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Teknoloji·12.07.2026AI özeti
SanDisk, 2027'de 512TB SSD'ler için yeni 332 katmanlı NAND çipini örneklemeye başladı
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.
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Business·07.07.2026AI özeti
鎧俠推出第10代BiCS FLASH 1Tb TLC樣品，瞄準AI資料中心需求
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。
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Business·02.07.2026AI özeti
Meta「賣算力」引發AI硬體股恐慌性下跌
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。
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Teknoloji·18.06.2026AI özeti
SanDisk'ten PlayStation 5 için 8 TB SSD: Fiyatı Konsolu Katlıyor
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.
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ShiftDelete2 dk okuma
Gelişiyor
Teknoloji·17.06.2026AI özeti
SanDisk Launches New PS5 SSDs at Eye-Watering Prices
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.
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Engadget2 dk okuma
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Teknoloji·17.06.2026AI özeti
SanDisk Launches Expensive PS5 SSDs Amid Memory Shortage
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.
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The Verge2 dk okuma
Acil
Business·18.05.2026AI özeti
Seagate Shares Tumble on AI Demand Concerns
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.
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CNBC World2 dk okuma
HABER
06.05.2026
Sandisk Is Mooning Like a Meme Coin. Here's Why
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.
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HABER
01.05.2026
What Sandisk's play on surging memory prices means for our tech stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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CNBC
HABER
27.04.2026AI özeti
Memory Chip Stocks Surge as AI Demand Drives Record Gains Through Decade
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.
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