Li noted that the capex range reflects the dynamic nature of infrastructure capacity planning, which was highly variable in 2025 and will remain so in 2026. It is tied to the availability and pricing ...

Currently, major global manufacturers are under immense pressure to produce High Bandwidth Memory (HBM). This is the specialized, stacked memory used directly on NVIDIA GPUs to facilitate rapid ...

Forbes contributors publish independent expert analyses and insights. This is the second in a set of four blogs about projections for digital storage and memory for the following year that we have ...

BNP Paribas expects this tight DRAM and NAND backdrop to keep lifting earnings at Seagate, SanDisk, Western Digital, and ...

Nakato notes that Kioxia was attempting to increase its manufacturing capacity to meet the elevated demand, saying that it ...

KIOXIA America, Inc. today announced that it has begun sampling 1 new Universal Flash Storage 2 (UFS) Ver. 4.1 embedded memory devices with 4-bit-per-cell, quadruple-level cell (QLC) technology.

AI companies’ need for a once obscure and affordable type of microchip threatens to drive up prices of all electronics—and limit data-center ambitions.

The company is also contending with a supply shortage of the advanced processors that power its iPhone 17, as demand for tech hardware of almost any shape and size from the AI build-out pressures ...

At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...

Sandisk split off from data storage firm Western Digital to list independently in February last year just in time for the ...

By Stephen Nellis SAN FRANCISCO, Jan 29 (Reuters) - Sandisk on Thursday predicted profits and sales well above Wall Street ...

With the upheaval taking place in the memory market, a new rumor has emerged about the demise of the Serial Advanced ...