#memory-supply-shortage

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Business
from24/7 Wall St.
4 hours ago

SanDisk Soars 163% in 2026: Can it Be the Market's Top Performer in Back-to-Back Years?

SanDisk surged after a massive Q2 2026 earnings beat driven by AI/datacenter NAND demand and a constrained high‑bandwidth memory supply.
Tech industry
fromThe Verge
1 month ago

Micron says memory shortage will 'persist' beyond 2026

DRAM and NAND supply will remain tight through and beyond 2026 as AI-driven HBM demand outstrips production, raising memory prices and straining device availability.
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