Memory pricing is being pushed higher due to increased spending, with flash chip production relying on joint ventures involving SanDisk.

The entities involved

• SanDisk →

  American semiconductor company - memory and storage technologies

  • Cramer warns SanDisk and Western Digital are dangerous stocks amid storage demand driven by Microsoft and Toshiba concerns.Tue 13:40
  • David Tepper exited SanDisk during its rally, while China's CXMT progress raises competition concerns in the memory industry.Mon 20:56
• Kioxia →

  Japanese computer memory manufacturer

  • TrendForce reports market share data showing intense competition among major memory and SSD manufacturers, including Micron, Kioxia, and SK Hynix.Fri 18:24
  • Micron's new NAND memory competes directly with Kioxia's BiCS10 product.Fri 18:24
• Apple Inc. →

  American multinational technology company based in Cupertino, California

  • Peter Thiel claims that Apple Inc. lacks innovation following the era of Steve Jobs, despite the company's original iPhone success.09:11
  • T-Mobile has launched an initial preorder deal for the new iPhone Duo, Apple's first foldable phone.08:11

Related events

• Samsung's profit confirms memory pricing strength, impacting SanDisk's market position in the memory chip sector.Oct 8
• OpenAI is a customer for SanDisk's memory chips, while facing potential revenue shortfalls.Oct 8
• SanDisk was spun off from Western Digital, amid market shifts and AI memory demand.Oct 7
• Major storage and memory companies discuss market share and margins during the next-generation hard-drive transition.Aug 6
• Apple is introducing new product lines, facing intense market competition in premium devices, and relying heavily on its global memory supply chain.Jul 9