Storage chip makers SanDisk and Western Digital, along with AMD and Palantir, reported earnings and are involved in the AI trade.

The entities involved

• SanDisk →

  American semiconductor company - memory and storage technologies

  • Hyperscalers are competing for AI market share, driving high demand for semiconductors and boosting corporate profits.Mon 16:49
  • Penguin Solutions and Micron Technology are identified as leaders in the memory solutions market.Mon 06:48
• Western Digital →

  American computer storage corporation

  • Morgan Stanley raised its price target on Western Digital to $78 on July 3, 2025.Sun 15:05
  • Micron Technology, Western Digital, and SanDisk are all companies operating in the storage and memory sector.Fri 18:21
• AMD →

  American multinational semiconductor company

  • A market sell-off hit major chip companies (AMD, Intel, Micron, Samsung, Nvidia) as the AI trade cooled and investors entered risk-off mode.Mon 17:34
  • Nvidia, Broadcom, Marvell Technology, AMD, and Qualcomm are currently competing in the high-stakes AI chip market.Mon 15:32

Related events

• AI compute drives market valuation, benefiting companies like Nvidia, Intel, AMD, and specialized equipment providers.Fri 12:12
• Both AMD and Intel are currently raising capital to fund their expansion into the artificial intelligence sector.Aug 26
• SanDisk gains exposure to AI-driven storage demand and manufactures chips through a joint venture with Kioxia.Jun 7
• Several major semiconductor companies, including AMD, Qualcomm, Micron, and Microchip, are identified as key players in the AI chip market.Jun 7
• Micron Technology, TSMC, and SanDisk are involved in the semiconductor sector and are memory chipmakers benefiting from the AI boom.Aug 28