company
U.S. company specializing in NAND flash memory and storage products, including SSDs, memory cards, and USB drives, spun off from Western Digital in 2025.
No evidence-backed relationships are recorded.
Asked where Chuseok cash gifts should go, Korea's five largest fund houses named ten ETFs, half of them with US or global mandates, and the one fund three firms picked independently holds US dividend growers.
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Appaloosa's Q2 2026 filing concentrates two-fifths of David Tepper's fund in Amazon, Micron and Taiwan Semiconductor, and the AI theme reaches about three-quarters of the whole book. Nvidia is back in, but smaller.
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Dario Amodei's slowdown essay and Sam Altman's remark that a listing would be ill-advised took ASML down 6%, about EUR 33.6 billion of market value, while Nvidia fell 2.5% and TSMC 1.2%. The drops grew with distance from current revenue.
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The KOSPI closed at 6,909.91 on the 11th, back below 7,000 but still up 3.33% for the week, and the memory names that led the advance fell again in New York on a day Brent dropped 2.81%.
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A Seeking Alpha initiation rates Sandisk a Buy at $2,160 after fiscal 2026 revenue nearly tripled and non-GAAP gross margin reached 84.6%. The multiyear minimum-price agreements are the part that changes how the earnings should be underwritten.
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Tom's Hardware calls the 2TB drive fast and a reliable alternative, short of the fastest in its class, built on a Silicon Motion SM2508 with Kioxia's own flash. Endurance is 600TB written per terabyte, and Kioxia has no official US retail channel.
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The three-year treasury yield closed at 4.014% and WTI at $102.48, the KOSPI gave up the 7,000 level, and the money leaving Korea's safest funds landed in brokerage accounts with margin debt already at 32.36 trillion won.
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ChangXin's second-quarter margin on commodity DDR5 came in above both Korean makers, in a Nihon Keizai Shimbun analysis, a year after the Chinese firm was losing money on the same product. The price behind it was set by SK hynix and Samsung.
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The $31 billion is contingent on Tokyo funding about a third of it, and the Kitakami fab that absorbs 36% of the package does not run until the fiscal year beginning April 2029, so the firm portion is smaller than the headline.
Perspective Coverage
3 publishersReality
The $1.165 billion Sandisk owes Kioxia arrives in installments between 2026 and 2029, four years before the extended term begins, which is what a NAND buyer pays to stop renegotiating access annually.
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OXMIQ's Hot Chips model gives a flash-backed rack 14 times the capacity and 58 percent of the bandwidth. Two of the three HBF grades cannot keep pace with today's HBM.
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The SEC's requests to Goldman, JPMorgan, Citi and BofA cover margin-call timing and leverage talks, according to Reuters. Micron's record quarter says the thesis held; the financing did not.
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Copper-to-copper slips to HBM5 at the earliest, so HBM4E capacity has to come out of die thickness inside a 775-micron package. iHBM heat blocks cannot be retrofitted to parts already in design.
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Waymo says its custom ASIC delivers more than 1,000 TOPS of sensor pre-processing before the driving stack sees a frame. The cheaper-to-build claim underneath it still carries no number.
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About 100 block trades unwound more than 80% of Situational Awareness's portfolio, bought at roughly 10% below marks in late July. Being the only bidder set the price.
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The DRAM shortage has stopped being a datacenter capex line. Amazon is recovering it at retail, and the arithmetic says the pass-through is only partly done.
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Micron, Sandisk, Seagate and Western Digital ran 500% to 900% and more since the start of 2025. The recent reversal is the first real market test of the thesis behind it.
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The first hardware disclosure from the leading robotaxi operator turns an autonomy pitch into a supply-chain document, with 20x compute growth in eight years and redundancy it calls non-negotiable.
Perspective Coverage
3 publishersReality
The Journal's reconstruction shows the fund shopping its Anthropic stake and its leveraged book at the same time, and telling only one set of buyers. That is a pricing problem for every AI secondary.
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Denser NAND and a fall from more than $8,000 per gigabyte to under a dollar made small drives pointless to build. Kingston's DataTraveler line now starts at 64GB.
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Invest · August 17, 2026 · 1 publisher
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Invest · August 14, 2026 · 1 publisher