SanDisk Surges Past Record; Driven By 3D NAND-GPU Breakthrough, BofA Upgrade

Tiger Newspress06-22 23:24

On Monday, SanDisk Corp. rallied more than 7% in intraday trading, touching a fresh all-time high. The move comes after the company disclosed a 3D stacking patent exploring a single-package solution that integrates NAND flash memory directly beneath a GPU or AI processor, a design intended to alleviate current HBM supply tightness and capacity constraints—underscoring the emerging trend toward flash-compute integration.

Separately, Bank of America lifted its price target on SanDisk from $1,550 to $2,100 and maintained a Buy rating, arguing that the company's pricing power will be a key earnings driver. Additionally, research firm Aletheia Capital sharply raised its DRAM and HBM price forecasts, noting that memory's share of total AI hardware value could climb from roughly 40% to over 70%.

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N00b
06-23 01:18
N00b
Adopting Huawei's new tau concept? 🤣

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Additionally, research firm Aletheia Capital sharply raised its DRAM and HBM price forecasts, noting that memory&#39;s share of total AI hardware value could climb from roughly 40% to over 70%.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","SNXX":"Tradr 2X Long SNDK Daily ETF"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134439813","content_text":"On Monday, SanDisk Corp. rallied more than 7% in intraday trading, touching a fresh all-time high. 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