SanDisk @ JPM 54th Annual TMT. Key Takeaways & Full Transcript
SanDiskās February 2025 Analyst Day call was that NAND would inflect in 2H25 and remain undersupplied through end 2026. Goeckeler is now extending...
150 Views
SanDisk Q3 FY2026. The Spectacular Cash Generator Fires Up
"This is what makes this franchise such a spectacular cash generator: capex as a percent of revenue is continuing to go down substantially". CEO...
255 Views
Semiconductor Industry Trends
This reports looks at the key trends driving stocks in the global semiconductor industry, identifying winners and losers.It is extracted from CM...
425 Views
Andrew on Tech: Will Emerging Memory Technologies Replace DRAM/NAND?
Problems with existing DRAM/NAND flash: Due to some problems on performance, production scaling, and lower power requirement, lots emerging memory...
1.3k Views
Rise of the Machines: The AI Arms Raceā¦
Itās much harder for computers to learn simple inference than a human brain, but once neural network software is ātrainedā it can apply the...
850 Views