SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks
WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
Posts SubjectMarks Bans Symbol
4817 67 2 SNDK
Emcee:  Sam Type:  Moderated
Introduction Market Data Compact
Feb 25, 2025
I am expanding this thread to include WDC spinoff Sandisk. No explanation needed for anyone who knows the history.

Western Digital has been building their flash capacity for several years now. They have just capped it by buying Sandisk, one of the leading vendors of NAND and NAND based products. WDC's product line now includes hard disk drives (HDDs), solid-state drives (SSDs), direct attached storage solutions, personal cloud network attached storage solutions, and public and private cloud data center storage solutions. This forum will talk about everything related to WDC's many product lines, as well as things that might cannibalize those businesses (e.g., NVM, Xpoint, ReRAM and other futuristic inventions). Which includes a lot of topics.

Let the talk flow freely, as long as it is at least roughly on topic. No ad hominem silliness. And no politics whatsoever--keep that stuff outta here.

Here is WDC's Investors Relations presentation page for future reference:
investor.wdc.com
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
4817This post is from a S. Korean blogger who closely follows DRAM and NAND and appeSam16 hours ago
4816Kioxia and Nvidia develop SSDs 100x faster for next-gen servers Chiang, Jen-ChieBeenRetired2October 6
4815AI data centers are swallowing the world's memory and storage supply, settSam1October 4
4814Unsurprisingly, the top gainers of Q3 are storage and semiconductor companies. Sam-October 2
4813Phison CEO claims NAND shortage could last a staggering 10 years — says memory &BeenRetired2October 2
4812This might explain some of today’s move finance.yahoo.comElroy-September 29
4811And more articles from DrameXchange relevant to NAND and DRAM-- Latest ArticleSam1September 29
4810Here is one answer, from DramExchange--they are revising their previous expectatSam-September 29
4809Any idea what's going on? My hunch is all the guys that have announced AI CElroy-September 29
4808Whew! Both Sandisk and WDC are flying again. Sandisk up over 16% to $112.90 and Sam-September 29
4807So timely, as usual. lol.... Give a stock a buy after it has tripled or more. Sam-September 24
4806I probably don't have to tell anyone who still reads this thread that both WSam1September 21
4805Sandisk and SK hynix join forces to standardize High Bandwidth Flash memory, a Sam-September 4
4804SanDisk shares rise on positive MS note; strong NAND demand and eSSD surge driveSam-September 4
4803Hynix keeps stopping any plan they put forth to break up the company. They'rSam-August 19
4802Other than the transfer of the air conditioning business to Carrier, probably toArt Bechhoefer-August 18
4801Toshiba has decided to split its business into two parts, making the semiconductBruno Cipolla-August 18
4800<i>the Consumer segment remains the most commoditized, with margins constrElroy-August 16
4799Western Digital Corp. (Nasdaq: WDC) today announced management participation in Sam-August 15
4798And here is WDC's report from two weeks ago, again from briefing.com-- WestSam1August 15
4797review of Sandisk's report from briefing.com Sandisk beats Q4 EPS and revenSam1August 15
4796<i> Sandisk and SK hynix join forces to standardize High Bandwidth FlasElroy-August 15
4795Sandisk and SK hynix join forces to standardize High Bandwidth Flash memory, a Sam1August 15
4794It is from Benzinga, so take it for what it is worth. Top Wall Street ForecasSam-August 14
4793$55 Billion Michigan Chip Plant Cancelled Amid Tariff Uncertainty and Economic TSam-July 22
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News