Barchart on MSN

NAND demand stays strong as chip sales slump. Is SanDisk or Western Digital stock a better buy in January 2026?

NAND memory has flipped from afterthought to headline story in a matter of months, even as global chip sales start to cool at ...

As AI Eats Up The World’s Chips, Memory Prices Take The Hit

At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...
EDN

Three technology shifts reshaping NAND flash memory

NAND flash technology is on a roll with advancements in cell structure and the subsequent boost in storage density. That allows this non-volatile-memory (NVM) chip to deliver faster throughput and ...
EDN

128-Gbyte NAND flash fits onto one chip

The THGBM2T0DBFBAIF 128-Gbyte embedded NAND flash memory module comes in a 17 x 22 x 1.4-mm package. The device integrates sixteen 64-Gbit NAND chips and a dedicated controller, fabricated with a ...
Digi Times

Transcend warns memory supply tightness to last 3-5 months amid market turmoil

Market sources indicate that memory module maker Transcend Information recently notified its customers that key suppliers SanDisk and Samsung Electronics have informed the company of a sharp reduction ...
Digi Times

Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday

Memory chip prices surged across all categories in September after a weak August, with some products jumping more than 40% in a broad-based rally. Save my User ID and Password Some subscribers prefer ...
Morningstar

Sandisk Is a No-Moat NAND Chip Vendor Prone to Pricing Cyclicality

We believe Sandisk is prone to market-driven cyclicality in memory chips and doesn’t hold pricing power over its customers, which leads to low and volatile profitability. We consider NAND flash memory ...
Electronic Design

What’s the Difference Between JESD230G and Earlier JEDEC Standards?

The key technical differences between JESD230G and earlier revisions of the NAND Flash Interoperability Standard. How the new Separate Command Address (SCA) Protocol improves performance by ...