Issue 2026-09-13 · Industry · 市场 · 芯片

Prediction: an AI memory stock to soar after Sept. 30

Prediction: an AI memory stock to soar after Sept. 30

The piece examines the memory supercycle and the linked performance of Sandisk and Micron. It reports Sandisk's first standalone year revenue of $20.25B, Q4 revenue of $8.9B, Q4 data-center revenue $2.9B and full-year data-center $5.2B, highlighting NAND price strength and rising data-center mix.

The Motley Fool4 d ago
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