US Top News and Analysis | Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

AI generated summary, Read the full article for complete information.

Seagate’s stock fell more than 8% on Monday, sparking a broader sell‑off in the memory‑chip sector after CEO Dave Mosley told a JPMorgan conference that building new factories or adding production lines would take too long to meet the soaring demand driven by the AI boom. Mosley warned that while Seagate can offer four‑to‑five‑quarter supply visibility, the current demand far outstrips what can be produced within those timelines. The comments dragged Micron down 5% and pulled SanDisk and Western Digital around 7% lower, underscoring investor anxiety over the long lead times and limited capacity of memory makers despite a recent surge in AI‑related investment. The article also notes CME Group’s launch of a new futures market for semiconductors, aimed at helping traders hedge the rising cost of computing power.

Read more: https://www.cnbc.com/2026/05/18/seagate-memory-chip-stocks-ai.html

#Seagate #DaveMosley #JPMorgan #micron #SanDisk #WesternDigital #CMEGroup #

SanDisk Shares Surge Amidst AI Data Demands, Analysts Debate Valuation

SanDisk stock price up 492% this year. AI demand for storage drives stock. See why analysts are watching.

#SanDisk #AI #Storage #TechStocks #NAND

https://newsletter.tf/sandisk-stock-jumps-492-percent-ai-demand/

SanDisk stock has jumped 492% this year, much higher than last year's performance. This is driven by AI needs.

#SanDisk #AI #Storage #TechStocks #NAND
https://newsletter.tf/sandisk-stock-jumps-492-percent-ai-demand/

SanDisk’in 8K kartı, bin dakikadan fazla video kaydetme yeteneğiyle profesyonel çekimlerde devrim yaratıyor. Düşük gecikme, düşük güç tüketimi ve SDXFit uyumluluğu ile hedeflere ulaşın.

🚩 #SanDisk #8KVideo #Teknoloji

SanDisk estrena la primera microSD con licencia oficial de Xbox en la que caben hasta cincuenta juegos

https://fed.brid.gy/r/https://www.eurogamer.es/sandisk-estrena-la-primera-microsd-con-licencia-oficial-de-xbox-en-la-que-caben-hasta-cincuenta-juegos

The new storage reality: Companies secure chips for five years

More and more storage manufacturers are demanding long-term agreements. Sandisk reveals background information on billion-dollar guarantees.

https://www.heise.de/en/news/The-new-storage-reality-Companies-secure-chips-for-five-years-11282939.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#DRAM #Festplatten #Samsung #SanDisk #Speicher #WesternDigital #Wirtschaft #news

Die neue Speicherrealität: Unternehmen sichern sich Chips für fünf Jahre

Immer mehr Speicherhersteller verlangen Langzeit-Abkommen. Sandisk offenbart Hintergründe zu Milliardengarantien.

https://www.heise.de/news/Die-neue-Speicherrealitaet-Unternehmen-sichern-sich-Chips-fuer-fuenf-Jahre-11282662.html?wt_mc=sm.red.ho.mastodon.mastodon.md_beitraege.md_beitraege&utm_source=mastodon

#DRAM #Festplatten #Samsung #SanDisk #Speicher #WesternDigital #Wirtschaft #news

Eight years of using dozens of #Sony #SonyTough SD cards:
. . .

Two weeks of using a #Sandisk SD card:
„SD card error“

Seriously?! 😑

Sandisk stellt neue CFexpress und SD-Karten vor

https://fed.brid.gy/r/https://www.mobiflip.de/sandisk-stellt-neue-cfexpress-und-sd-karten-vor/