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"don't make me tap the sign" meme, the sign is titled "DRAM/NAND is artificially price-fixed by a handful of companies that get sued for this every 5-10 years"

@opticalpha.bsky.social Oct 5, 2026, 4:28 PM

$MU pulled $750.54M in options notional today, more than $SPY ($705.68M) and $QQQ ($696.77M). One chip stock outscoring both of the market's benchmark ETFs. #NAND

@hardverfokuszhu.bsky.social Oct 3, 2026, 1:31 PM

Jelentős áremelkedés várható a memóriapiacon

#memória #DRAM #NAND #TrendForce #technológia

@ahmandonk.bsky.social Oct 2, 2026, 6:20 AM

📰 Cervoz Luncurkan SSD NVMe T449 dan T459 dengan Standar MIL-STD-810H

👉 Baca artikel lengkap di sini: https://ahmandonk.com/2026/10/02/cervoz-t449-t459-ssd-nvme-mil-std-810h/

#hardware #nand #nvme #pcie4.0 #ssd #storage

@ahmandonk.bsky.social Oct 2, 2026, 6:16 AM

📰 Micron Prediksi Pasokan Memori Semakin Ketat pada 2027 dan 2028

👉 Baca artikel lengkap di sini: https://ahmandonk.com/2026/10/02/micron-pasokan-memori-2027-2028-semakin-ketat/

#ai #artificialIntelligence #dram #hardware #memory #micron #nand #ram #ssd

@edsonbellido.bsky.social Oct 1, 2026, 11:00 PM

📊 Fiscal Q4 2026 delivered: $54.23B revenue and $33.42 EPS, both smashing consensus. Q1 FY27 guide sits at $61.5B ± $1.5B. Management calls Q1 the gross margin floor for FY27 and sees supply demand far tighter in 2027 and 2028. #DRAM #NAND

@eulinuxevolutionde.eurosky.social Oct 1, 2026, 3:24 PM

Micron: Speicher wird 2027 noch knapper als 2026
www.heise.de/news/Micron-...

#Linux #LinuxNews #LinuxDE #LinuxNewsDE #EULE #EULEde #DRAM #NAND #RAM #Micron

@forbes.it Sep 28, 2026, 2:49 PM

L'esplosione dell'IA prosciuga i chip nei magazzini: listini hardware alle stelle ed effetti pesanti sulle tasche dei consumatori. #ai #dram #hbm #intelligenza-artificiale #memorie #nand #nvidia #pc #samsung #semiconduttori #sk-hynix #smartphone #tecnologia

@appgefahren.techhub.social.ap.brid.gy Sep 28, 2026, 12:41 PM

Beim #iPhone18Pro steht #Apple offenbar an gleich mehreren Stellen unter Kostendruck. Nachdem Tests bereits Unterschiede beim verwendeten #NAND- #Speicher aufgedeckt haben, geraten nun die #OLED- #Panel ins Visier. Unabhängige Messungen deuten darauf hin, dass #Samsung beim #iPhone18Pro ein […]

@tatuo-seadragon.bsky.social Sep 23, 2026, 10:54 AM

GPU、DRAM、NAND……。
分からなくて眠くなる。

でも、キオクシアを40年前まで遡ってみたら――
「あれ？私、勘違いしていた。」

NANDは1987年、東芝で誕生。
そしてAI時代のHBMはDRAMの仲間。

では、キオクシアのNANDは？

キオクシア第2部👇
note.com/tatuo_seadra...

#キオクシア #NAND #半導体 #AI株センサー

@wealthwise-dca.bsky.social Sep 21, 2026, 11:30 AM

China’s CXMT is preparing to enter NAND flash memory, expanding beyond DRAM as AI-driven demand tightens global memory supply.

#KSTR #CXMT #MemoryChips #NAND #DRAM

@winfuture.de Sep 20, 2026, 9:51 AM

Nach dem Erfolg bei #DRAM nimmt #CXMT nun auch #NAND-#Speicher ins Visier. Während sich traditionelle Hersteller auf KI-Infrastruktur konzentrieren, nutzt das Unternehmen aus #China die Gunst der Stunde.

@hardverfokuszhu.bsky.social Sep 19, 2026, 7:39 AM

3D NAND gyártósorral bővülhet a kínai CXMT

#CXMT #NAND #félvezető #Kína #technológia

@thedailytechfeed.com Sep 18, 2026, 6:47 PM

Solidigm’s U.S. NAND factory plan could reshape storage supply — not Apple’s timeline though. #NAND #Solidigm #Semiconductors #SupplyChain #AIStorage #TechPolicy https://thedailytechfeed.com/solidigm-eyes-u-s-nand-fab-but-apple-wont-see-changes-soon/

@thedailytechfeed.com Sep 18, 2026, 3:15 PM

Solidigm eyes first U.S. NAND flash fab in New York to meet AI demand. #NAND #Solidigm #SKHynix #AI #Semiconductors #ChipManufacturing #USFab #TechNews thedailytechfeed.com/solidigm-eye...

@thedailytechfeed.com Sep 17, 2026, 10:44 PM

Apple will pay 30-40% more for DRAM & NAND in Q1 2027—expect price ripples across Macs, iPads & iPhones. #Apple #DRAM #NAND #ChipPrices #TechCosts #AI https://thedailytechfeed.com/apple-taps-into-higher-dram-nand-costs-starting-q1-2027/