NAND
4 stories
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techUBS Hikes DRAM, NAND Price Forecasts Citing AI Demand Surge
Investment bank UBS sharply raises memory chip price forecasts for 2026, projecting a record supply-demand gap by 2027 due to AI-driven reallocation.
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techMicron Reports Record $41.46B Revenue, Fourfold Growth Fueled by AI Demand
Micron Technology posted record Q3 2026 revenue of $41.46 billion, quadruple last year, driven by AI. Adjusted EPS hit $25.11 with 85% gross margins. The firm struck an Anthropic supply deal and guided Q4 revenue between $49-$51 billion.
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techMicron CEO Warns Memory Chip Shortage Could Extend Beyond 2026
Micron's CEO predicts DRAM and NAND shortages through 2027 due to AI demand. SK Hynix is also sold out, signaling a structural deficit.
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techPixar's Lightning-Fast Storage Fuels Animation Magic
Pixar Animation Studios leverages cutting-edge storage infrastructure to enable real-time iteration and maintain artistic excellence in digital animation.