Storage

Is the HBM market landscape about to shift? Nvidia's Rubin shipments are expected to increase, leading to a race between storage giants.

While HBM3E prices continue to climb, leading storage manufacturers have launched a new round of market share battles s...

Stock
2026-01-12
Is the HBM market landscape about to shift? Nvidia's Rubin shipments are expected to increase, leading to a race between storage giants.

Seagate and Western Digital both entered the Nasdaq 100, with their stocks surging over 200% this year! AI ignites a storage boom.

On Friday, December 12th local time, Nasdaq The company announced the results of its annual Nasdaq 100 index component ...

Stock
2026-01-12
Seagate and Western Digital both entered the Nasdaq 100, with their stocks surging over 200% this year! AI ignites a storage boom.

US storage stocks rebounded strongly; Morgan Stanley research report predicts long-term memory shortage.

On Monday (November 24), during the US stock trading session, storage concept stocks collectively strengthened, with Sa...

Stock
2026-01-12
US storage stocks rebounded strongly; Morgan Stanley research report predicts long-term memory shortage.

Storage leaders surge to new highs! Price hike cycle ignites across the board; Goldman Sachs doubles SanDisk's target price.

Memory chip stocks have increased fivefold in the past two months Manufacturer SanDisk (SanDisk) continued to rise in p...

Stock
2026-01-12
Storage leaders surge to new highs! Price hike cycle ignites across the board; Goldman Sachs doubles SanDisk's target price.

Is there no end to the iteration of storage technology? Giants are betting heavily on HBF; even the "father of HBM" is optimistic.

With the rapid growth of the AI ​​inference market, the storage industry is gradually entering the "post-HBM era&q...

Stock
2026-01-12
Is there no end to the iteration of storage technology? Giants are betting heavily on HBF; even the "father of HBM" is optimistic.

On the eve of the release of the new generation HBM, rumors circulated that Samsung was cutting prices to grab market share from older models, but this is unlikely to shake up the DRAM memory market.

According to Digitimes, memory chip giant Samsung Electronics will offer a 30% price cut on its 12-layer HBM3E memory c...

Stock
2026-01-12

Jensen Huang ignites global storage market: What exactly is Nvidia's "revolutionary architecture"?

Global storage concept stocks surged today, from US to A-shares. SanDisk (US stock) Western Digital surged 27% Micron T...

Articles
2026-01-12
Jensen Huang ignites global storage market: What exactly is Nvidia's "revolutionary architecture"?