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Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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4852 67 2 SNDK
Emcee:  Sam Type:  Moderated
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4819Western Digital Sees Q2 Adj EPS $1.73-$2.03 vs $1.71 Est; Sees Sales $2.800B-$3.Sam-10/30/2025
4818Seagate up almost 10% AH after releasing results. For the period ending Oct. 3Sam110/28/2025
4817This post is from a S. Korean blogger who closely follows DRAM and NAND and appeSam110/28/2025
4816Kioxia and Nvidia develop SSDs 100x faster for next-gen servers Chiang, Jen-ChieBeenRetired210/6/2025
4815AI data centers are swallowing the world's memory and storage supply, settSam110/4/2025
4814Unsurprisingly, the top gainers of Q3 are storage and semiconductor companies. Sam-10/2/2025
4813Phison CEO claims NAND shortage could last a staggering 10 years — says memory &BeenRetired210/2/2025
4812This might explain some of today’s move finance.yahoo.comElroy-9/29/2025
4811And more articles from DrameXchange relevant to NAND and DRAM-- Latest ArticleSam19/29/2025
4810Here is one answer, from DramExchange--they are revising their previous expectatSam-9/29/2025
4809Any idea what's going on? My hunch is all the guys that have announced AI CElroy-9/29/2025
4808Whew! Both Sandisk and WDC are flying again. Sandisk up over 16% to $112.90 and Sam-9/29/2025
4807So timely, as usual. lol.... Give a stock a buy after it has tripled or more. Sam-9/24/2025
4806I probably don't have to tell anyone who still reads this thread that both WSam19/21/2025
4805Sandisk and SK hynix join forces to standardize High Bandwidth Flash memory, a Sam-9/4/2025
4804SanDisk shares rise on positive MS note; strong NAND demand and eSSD surge driveSam-9/4/2025
4803Hynix keeps stopping any plan they put forth to break up the company. They'rSam-8/19/2025
4802Other than the transfer of the air conditioning business to Carrier, probably toArt Bechhoefer-8/18/2025
4801Toshiba has decided to split its business into two parts, making the semiconductBruno Cipolla-8/18/2025
4800<i>the Consumer segment remains the most commoditized, with margins constrElroy-8/16/2025
4799Western Digital Corp. (Nasdaq: WDC) today announced management participation in Sam-8/15/2025
4798And here is WDC's report from two weeks ago, again from briefing.com-- WestSam18/15/2025
4797review of Sandisk's report from briefing.com Sandisk beats Q4 EPS and revenSam18/15/2025
4796<i> Sandisk and SK hynix join forces to standardize High Bandwidth FlasElroy-8/15/2025
4795Sandisk and SK hynix join forces to standardize High Bandwidth Flash memory, a Sam18/15/2025
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