A severe shortage of NAND flash, driven by the enormous demand for it to expand AI data centers, makes procurement impossible. Sony is currently unable to fulfill orders for CFexpress Type A, CFexpress Type B, and SDXC/SDHC memory cards.
The company has developed 16 gigabit LPDDR6 chips that will be used in smartphones and tablets with on-device AI. Bandwidth-hungry AI tasks will see a 33% speed-up in data processing compared to LPDDR5X. The new RAM has a base operating speed of 10.7Gbps.
Seagate Technology ( ) reported its fiscal second-quarter 2026 earnings yesterday, and the results beat Wall Street expectations on both revenue and earnings per share. The company brought in $2.83 billion in revenue, topping the consensus estimate of around $2.75 billion. On the bottom line, non-GAAP earnings came in at $3.11 per share, well above the expected $2.83. This strong showing was largely driven by robust demand for high-capacity storage solutions needed for artificial intelligence (AI) applications, such as data centers handling massive AI workloads.
Following last week's memory stock selloff, SNDK stock was down 4.9% for the week, MU stock fell 5.66%, and WDC stock dropped 2.92%. Today's broad-based gains suggest investors treated that pullback as a buying opportunity rather than a signal of deteriorating fundamentals. The central investment thesis remains intact: artificial intelligence (AI) infrastructure buildout is driving insatiable demand for NAND flash memory and high-capacity hard disk drives.
In the not-so-distant past, the solution for boosting the speed of an aging, sluggish PC was to add more RAM or upgrade the processor. Now, the way to sail over that speed bump is to get a new storage drive, and there's no better storage upgrade for performance than fitting your system with an M.2 drive. Also: What is MoCA 2.5? How this low-cost networking option can seriously improve your internet There is no shortage of excellent M.2 drives out there, but if you're looking for high-end performance and stability when the going gets tough, the is well worth a look.
Professionals often need more than just capacity. They require better performance for handling full HD and 4K video, enhanced durability and reliability to withstand frequent use and harsh environments, and a broader range of options to meet specific needs.
As investors turned their back on software (notably, the seat-based software-as-a-service companies), they're turned towards hardware in a big-time way. You wouldn't know it by looking at those flat shares of Nvidia ( NASDAQ:NVDA), but the iShares Semiconductor ETF ( NASDAQ:SOXX) is up around 13% year to date, with few signs of slowing down. The winners within semis have been broad, but the undisputed kings of the 2026 semiconductor surge belongs to the memory and storage stocks.
If you buy digital games for the Nintendo Switch 2, Samsung's P9 microSD Express card offers an easier way to expand your storage without constantly deleting games to make room. It's cheaper than other microSD cards, and it's even better value right now, with the 512GB version priced at $79.99 ($40 off) - just $5 shy of its best price to date. You can alternatively buy the 256GB model for $39.99 ($15 off) at Amazon.