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Headlines · 9
- Memory chipmakers' quarterly profit tops major U.S. tech peers
Nikkei Asia, citing FactSet, reported that Kioxia, Samsung Electronics, SK Hynix, Micron Technology and SanDisk generated a combined ¥32 trillion in quarterly operating profit, ten times the year-earlier total. Alphabet, Microsoft, Amazon, Meta and Apple earned about ¥25 trillion combined, though Apple's figure was a market estimate because it had not yet published its results. The report also said Samsung sold out its next-year high-bandwidth memory products and attributed Kioxia's growth primarily to surging data-center demand for NAND flash.
IT之家 AI · 🔥 16 - SanDisk Posts AI-Driven Q1 Beat and Advances HBF Manufacturing
SanDisk reported fiscal 2027 Q1 revenue of $11.03 billion, up 378% year over year and 23% quarter over quarter, while non-GAAP gross margin reached 85.1% and non-GAAP diluted EPS was $49.51. Management attributed roughly 60% of revenue growth to volume and 40% to pricing, then forecast Q2 revenue of $12.2 billion to $12.6 billion. The company also said its first High Bandwidth Flash die had completed tapeout and entered manufacturing, with initial samples planned for the next calendar year.
IT之家 AI · 🔥 3 - Sandisk Reports Strong Profit and Upbeat Outlook on AI Demand
Sandisk Corp. reported stronger-than-expected results and guidance as data-center expansion drove demand and a memory supply crunch kept prices elevated. The report linked the company’s strong profit and upbeat outlook to growing AI demand.
Bloomberg Technology · 🔥 0 - AI Demand Gives Flash Suppliers Leverage Over Apple
AI hyperscaler demand has reportedly pushed NAND flash prices to about five times their previous level, shifting purchasing leverage from Apple toward suppliers such as Kioxia. TechInsights estimates that Apple’s flash-storage spending could rise from $6 billion in 2025 to $25 billion this year for roughly the same volume, while suppliers have reportedly signed higher-price long-term contracts with major cloud companies. The Wall Street Journal also detailed Apple’s former aggressive procurement tactics, including supplier audits and most-favored-customer terms.
cnBeta · 🔥 0 - Memory and Storage Stocks Keep Sliding Despite Blowout Earnings
Sandisk, Micron, Seagate and Western Digital, among the biggest stock winners of early 2026, have fallen into the bottom 10% of the S&P 500 since the end of June, Bloomberg reported. Sandisk and Western Digital have dropped more than 44% since the start of July, Seagate 33% and Micron 22%, though all four remain up for the year, led by Sandisk's gain of nearly 430%. Western Digital beat forecasts last Thursday with revenue up 55% to $4.38 billion and raised its dividend by 17%, yet its shares fell 3% on Friday. Investors are questioning how long debt-funded AI spending can last, and Gartner warned this month that more than $3.5 trillion of AI infrastructure spending could face write-downs by 2030; South Korea's SK Hynix has already lost about half its value between June and August.
The Next Web · 🔥 0 - Memory Stocks Lost Momentum Despite Strong Earnings
Sandisk, Micron Technology, Seagate Technology and Western Digital were among the stock market’s biggest winners in the first six months of the year as demand from the artificial-intelligence buildout seemed insatiable. The report’s headline says memory stocks had lost their mojo and strong earnings were not helping.
Bloomberg Technology · 🔥 0 - AI Data Growth Drives an HDD Market Reversal
A report from Dolphin Research says AI-generated data is increasing demand for high-capacity HDDs, which it describes as the final resting place for most long-term cloud data. It reports that HDD industry revenue rose 47% year over year in Q2 2026, with shipment capacity up 29% and average price per GB up 14%. The analysis also examines HAMR technology, constrained component supply, and pricing power across Seagate, Western Digital and Toshiba.
虎嗅 AI · 🔥 0 - Goldman Sachs: high-bandwidth flash could ease AI memory wall, up to $150B market
In a research note dated October 12, Goldman Sachs said fast-growing AI inference demand is making insufficient storage capacity a key bottleneck on compute efficiency, and that new NAND technologies such as high-bandwidth flash (HBF) could ease this "memory wall" and significantly lower AI infrastructure costs. The bank estimated HBF's potential market at $40 billion to $150 billion assuming GPU adoption rates of 15% to 50%. Goldman maintained "buy" ratings on SanDisk and SK Hynix for their HBF leadership, said Samsung Electronics could also benefit, and kept a "neutral" rating on Micron because its focus is weighted toward DRAM and HBM.
36氪快讯 · 🔥 0 - Samsung develops zNAND-T and zNAND-I flash for AI workloads
Korean outlet ZDNET Korea reports that Samsung Electronics is developing two NAND flash products tuned for AI workloads, zNAND-T and zNAND-I. zNAND-T stands for throughput, using TSV-stacked NAND dies to optimize read/write bandwidth for data-center AI silicon, an approach the report likens to the HBF concept proposed by SanDisk and SK hynix; zNAND-I refers to IOPS and targets random performance in scenarios with frequent small reads and writes, such as KV cache offloading. Separately, Samsung announced a next-generation memory and storage technology strategy for AI infrastructure spanning high-performance memory, Compute Express Link (CXL)-based storage expansion, and new-generation SSD data storage and management. Together with the previously disclosed zNAND-O, the three zNAND variants are positioned for different workloads, which the report frames as a shift from general-purpose NAND toward customization.
IT之家 AI · 🔥 0
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