SanDisk’s timing has been precise, coinciding perfectly with the massive demand for memory and storage chips driven by artificial intelligence. In less than a year and a half, its stock price has increased 50 times (not 50%).
Tag: STX
Western Digital saw 200% annual stock performance,thanks to AI
In the traditional hard disk drive market, the market is highly concentrated between two companies, Western Digital and Seagate Technology, which have strong pricing power.
Seagate comeback thanks to AI, No 1 S&P 500 perform stocks YTD
First came cloud computing, then came artificial intelligence, both of which required the construction of large data centers. They always required massive storage solutions, which is why artificial intelligence and data centers are said to have saved mechanical hard drive manufacturer Seagate Technology.
How low-key Marvell makes money?
Marvell was the sixth largest professional semiconductor designer in the world by revenue at the end of 2023.
The pros and cons of CEO returning, Boomerang CEO
Between 1992 and 2017, 167 CEO return in the S&P Composite 1500 returned to their posts.