This is my third and last blog on digital storage and memory projections for 2024. The last two articles focused on digital storage and memory devices including magnetic tape, HDDs, SSDs as well as ...

Global memory and AI infrastructure stocks, including Western Digital (NasdaqGS:WDC), saw a sharp selloff after a downturn in Korean memory companies. The pullback followed a period of record highs ...

Micron reported strong AI memory results and secured multi year AI memory contracts worth about US$100b. These contracts ...

Western Digital remains attractively valued, trading at a 6% discount to peers despite a 170% rally over 12 months. WDC benefits from AI-driven demand, with 75% revenue growth—outperforming the sector ...

The AI memory trade has produced some of this year’s biggest winners, but not all rallies have been created equal. Micron Technology Inc. MU, Western Digital Corp. WDC and SanDisk Corp. SNDK have all ...

Western Digital is separating its hard drive and flash memory businesses. Western Digital is separating its hard drive and flash memory businesses. is a news writer who covers the streaming wars, ...

It has been a bruising 24 hours for investors in memory chip storage companies, including Micron Technology, Inc. (Nasdaq: MU), SanDisk Corporation (Nasdaq: SNDK), Western Digital Corporation (Nasdaq: ...

AI-driven demand has transformed memory chips into one of the market's strongest investment themes. This story explains why ...

NEW YORK, NEW YORK - DECEMBER 31: Times Square sits empty while fireworks and confetti are displayed at the 2021 New Year's Eve celebration in Times Square on December 31, 2020 in New York City.