SanDisk
PulseAugur coverage of SanDisk — every cluster mentioning SanDisk across labs, papers, and developer communities, ranked by signal.
- subsidiary of Western Digital 100%
- partners with High Bandwidth Memory 90%
- developed High Bandwidth Memory 90%
- developed BiCS10 90%
- developed 3d Nand 90%
- competes with Kioxia 70%
- partners with BiCS10 70%
- competes with Lexar 70%
- instance of 2TB 70%
- partners with 3d Nand 70%
- competes with Samsung 990 Pro 60%
- competes with Changxin Memory Technologies 60%
- 2026-07-23 product_launch SanDisk's BiCS8 storage chips are seeing high demand due to AI workloads. source
- 2026-07-01 funding SanDisk's stock price and revenue have surged due to the AI boom and a shortage of NAND memory. source
- 2026-06-16 product_launch SanDisk launched new officially licensed 8TB NVMe SSDs for the PlayStation 5, with the top model priced at nearly $3,000. source
- 2026-05-15 funding SanDisk stock price increased 492% driven by AI demand. source
15 day(s) with sentiment data
SanDisk stock surge driven by AI storage demand
SanDisk's stock has seen an extraordinary 492% increase, directly linked to the escalating demand for high-capacity storage solutions fueled by AI applications. This trend indicates a strong market validation of SanDisk's position in the AI infrastructure supply chain.
SanDisk to announce new high-capacity storage products within 60 days
Given the unprecedented surge in AI storage demand and the concurrent rise in SSD prices (up to 300% in Japan), it is highly probable that SanDisk will announce new, higher-capacity storage solutions to capitalize on this market. This could include next-generation SSDs or external drives optimized for AI workloads.
SanDisk offers significant discounts amidst market price volatility
Despite a general trend of soaring SSD prices due to AI demand, SanDisk has implemented a substantial $1,260 price cut on its 8TB external SSD. This strategic pricing move may be an effort to clear inventory or to offer a competitive, high-capacity option to consumers and professionals navigating the current volatile storage market.
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How to format a USB drive on Windows for optimal compatibility
Formatting a USB drive on Windows is a useful skill for various reasons, including preparing new drives, clearing corrupted data, or removing potential malware. The process involves selecting the appropriate file system…
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SanDisk unveils new NAND tech with SK Hynix and Kioxia
SanDisk has unveiled new NAND flash memory technology, including the HBF specification developed in partnership with SK Hynix. Additionally, the company announced its 332-layer BiCS10 QLC NAND, a product of collaboratio…
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AI boom fuels DDN's data storage business to $1B projection
DDN, a 28-year-old data storage company, is experiencing a significant boom driven by the AI revolution. Founded in 1998 by Alex Bouzari and Paul Bloch, DDN specializes in high-performance data storage solutions for sup…
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SanDisk stock stable amid AI earnings anticipation
SanDisk stock is currently stable as the market anticipates earnings reports from prominent AI companies. The demand for NAND flash memory, crucial for data centers, positions SanDisk as a key infrastructure provider. I…
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SanDisk launches world's smallest USB drive with 1TB capacity
SanDisk has released the Extreme Fit, a USB 3.2 USB-C drive that is claimed to be the world's smallest. This compact drive offers up to 1TB of storage, exceeding the capacity of the iPhone 17's top configuration. The dr…
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Kioxia and SanDisk debut record-density 3D NAND flash with 332 layers
Kioxia and SanDisk have unveiled a new 3D NAND flash memory technology, BiCS10, boasting 332 active layers and an interface speed of up to 4,800 MT/s. This advancement achieves a record areal density exceeding 37 Gbit/m…
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Samsung unveils next-gen AI memory tech: zHBM, zNAND-O, BV-NAND
Samsung Electronics has unveiled its next-generation memory roadmap for AI infrastructure, featuring new technologies like zHBM, zNAND-O, and BV-NAND. These innovations, presented at the Future Storage and Memory Confer…
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AMD reports record $11.5B revenue, driven by 107% data center growth
AMD announced its second-quarter financial results, reporting a record-breaking total revenue of $11.536 billion, a 50% increase year-over-year. The company's net profit also saw significant growth, with GAAP net profit…
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Kioxia and SanDisk unveil world's densest 3D NAND flash for data centers
Kioxia and SanDisk have unveiled a new 3D NAND flash memory chip, the BiCS10, boasting the world's highest storage density at 37 Gb/mm2. This advancement, featuring 332 active layers and an interface speed of up to 4,80…
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SanDisk, SK Hynix unveil High Bandwidth Flash spec for AI memory
SanDisk and SK Hynix have jointly introduced the High Bandwidth Flash (HBF) specification, a new open standard designed to enhance memory capacity and bandwidth for AI inference systems. This technology aims to bridge t…
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SK Hynix and Sandisk unveil new High Bandwidth Flash storage standard
SK Hynix and Sandisk have jointly released the first standard specification for High Bandwidth Flash (HBF), a new storage tier positioned between HBM and SSDs. HBF aims to combine the high-speed data transfer capabiliti…
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SK Hynix and SanDisk unveil High Bandwidth Flash standard
SK Hynix and SanDisk have jointly released the first standard specification for High Bandwidth Flash (HBF), a new storage tier positioned between HBM and SSDs. This new standard leverages NAND flash to offer high-speed …
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DeepSeek claims global API call volume lead amid Chinese market rally
DeepSeek has reportedly risen to the top globally in terms of API call volume, according to a 36Kr report. This surge in usage comes as Chinese stock markets, including the ChiNext index, saw significant gains, with sec…
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DeepSeek tops global API calls; Chinese stocks rally, US tech mixed
The Chinese stock market saw significant gains, with the ChiNext Index rising over 4% and the Shanghai Composite Index experiencing a slight dip. Trading volume exceeded 1 trillion yuan, indicating robust market activit…
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AI-focused hedge fund collapses, selling billions in tech stocks
A US-based hedge fund, Situational Awareness, which focused on AI supply chain investments, experienced a significant portfolio value drop of 67% in July alone. The fund was forced to sell billions of dollars worth of t…
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AI Hedge Fund 'Situational Awareness' Suffers Massive Losses, Sells Assets to Citadel
Situational Awareness, a hedge fund focused on AI investments and founded by a former OpenAI employee, has reportedly sold most of its public stock portfolio to Ken Griffin's Citadel. The fund, which was once valued at …
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AI hedge fund Situational Awareness sells public portfolio to Citadel after losses
Situational Awareness, an AI hedge fund founded by former OpenAI researcher Leopold Aschenbrenner, has reportedly sold most of its public stock portfolio to Ken Griffin's Citadel. The fund experienced significant losses…
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AI stock sell-off deepens as chip firms plunge on investor jitters · 3 sources tracked
Major technology and chip stocks experienced a significant downturn across US, Asian, and European markets, driven by investor concerns over the high costs and uncertain returns of artificial intelligence investments. T…
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Apple Hits $5 Trillion Valuation Amid AI Stock Sell-Off · 2 sources tracked
Apple has surpassed a $5 trillion valuation, becoming the second company ever to do so, driven by strong product demand and a strategic decision to avoid the costly AI spending race. This milestone occurred amidst a bro…
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AI token costs plummet, squeezing margins for enterprise providers
Enterprise AI providers are experiencing a significant margin squeeze due to plummeting token costs and decreased customer spending. Companies are increasingly opting for less expensive AI models, including those from C…