# SanDisk
Latest news and articles about SanDisk
Total: 5 articles found
The Absurd Economics of Silicon: Why an SSD Now Costs More Than Three Gaming Consoles
NAND flash memory prices have reached unprecedented levels, evidenced by a SanDisk PS5 SSD that costs triple the price of the console itself. This supply crunch, driven by data center demand for AI, is expected to worsen through 2027 as consumer electronics take a backseat to enterprise infrastructure.
Beyond the Processor: How the AI Arms Race is Reconfiguring the Global Memory Market
SanDisk CTO Alper Ilkbahar warns that the AI race has become 'memory-centric,' leading to an unprecedented shift where major tech firms are signing multi-year supply deals to avoid shortages. The industry is preparing for the launch of High Bandwidth Flash (HBF) in 2025, a technology designed to provide cost-effective memory solutions for AI inference.
Tech-Led Rally Lifts Nasdaq as Memory Stocks Surge; Lyft Tumbles After Revenue Miss
Nasdaq opened higher as investors rotated into memory and storage names, with Micron and SanDisk/Western Digital posting strong gains. Lyft sank after missing fourth-quarter 2025 revenue expectations, underscoring continued risk for growth platforms even amid a selective tech rally.
Wall Street Edges Up as Amazon’s $200bn Capex Shock Sends Storage Stocks Higher
U.S. stock indexes opened higher while Amazon tumbled over 9% after announcing a $200 billion capital expenditure plan, triggering investor concern. Storage suppliers such as SanDisk and Western Digital gained on expectations of increased demand from cloud and data-centre expansion.
U.S. Stocks Open Modestly Higher as Memory Shares Lead Gains, Kraft Heinz and Netflix Drag
U.S. markets opened modestly higher, led by gains in memory and storage stocks as investors bet on data-centre and AI-driven demand. Kraft Heinz tumbled after Berkshire registered a large share sale, and Netflix fell after disappointing profit guidance and a pause to buybacks tied to a Warner acquisition.