SK Hynix to spend $64 billion on memory chip plants under broader AI investment plan

By Hyunjoo Jin SEOUL, July 2 (Reuters) - SK Hynix said it would invest 100 trillion won ($64.38 billion) to build new chip ...
The Next Web

SK Hynix will spend $51bn on a new NAND factory to catch the AI memory wave

SK Hynix will spend $51.46bn on a new NAND fab in Cheongju by 2029, part of a $64bn package as AI-driven memory demand strains supply.

Sandisk: The Bull Theses Hiding Behind The NAND Debate

Sandisk Corporation buy case: 15–20% upside as HBF AI memory and datacenter SSD mix lift normalized NAND margins post-spinoff ...
Hackaday

Making A Magnetic Core Memory USB Drive

Some of us have felt somewhat nervous about the collapse of DRAM and NAND Flash memory supply in the consumer market, while ...
The Motley Fool

AMD Just Acquired MEXT to Crack the Memory Optimization Problem. Should Micron and Sandisk Investors Be Nervous?

The technology uses predictive algorithms to identify frequently accessed data and move it between flash storage and high-speed memory in real time, reducing the amount of expensive DRAM a data center ...
24/7 Wall St.

Forget SanDisk: This Coiled-Spring Semiconductor Titan Is Primed to Outperform

SanDisk (NASDAQ:SNDK | SNDK Price Prediction) is the ticker every screen is flashing right now, with the stock up 4,841.8% ...
Semiconductor Engineering

NVMe 2.0 Explained: What’s New And Why It Matters

Expanding beyond traditional block-based SSD access with new command sets, broader media support, and improved transport ...