Reports from a few days ago suggested that some smartphone manufacturers may raise prices of new handsets to account for the shortage of chips caused by the AI boom. Separately, a report said Apple ...
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SanDisk vs WDC vs others: Which storage stock is the better bet as memory supply fears spook markets?
・Concerns over higher demand and a shortage of storage chips and devices are boosting the stocks of memory companies. ・SanDisk’s incredible stock rally has amazed investors, while analysts appear more ...
Between Sandisk and Pure Storage, most Wall Street analysts see the latter as the more attractive stock at current prices.
TL;DR: Apple's new iPhone Air storage upgrades are blocked due to unique NAND flash chips with serials starting "2NB," likely sourced from non-traditional suppliers ...
On an earnings call with equity analysts today, Apple CEO Tim Cook responded to fast-rising RAM and SSD storage chip prices in the supply chain. Prices for RAM and NAND storage chips are surging ...
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