Meridian Daily News

The Memory Gap: Why the SanDisk Spin-Off is the AI Cycle’s Dark Horse

By Evelyn Hartwell · 7 min read

FINANCE

Money doesn't sleep, but in the semiconductor world, it occasionally takes a very expensive nap.

FINANCE

We’ve spent the last eighteen months obsessed with compute.

FINANCE

The background here is a bit of a corporate saga.

FINANCE

By splitting them, Western Digital is finally giving SanDisk the room to breathe.

FINANCE

AMD, conversely, is the aggressor.

FINANCE

Recent earnings reports across the sector suggest we are past the bottom of the memory trough.

Meridian

Daily News

Read the full reporting at meridiandailynews.com

Read full story

Continue reading on Meridian Daily News