Data storage stocks wildly outperformed the market last year. They could do it again in 2026.

Kioxia Corporation announced that it has begun sampling new UFS Ver. 4.1 embedded memory devices with QLC technology.

Sandisk stock increased 16x in the past year as demand for artificial intelligence infrastructure led to a severe supply ...

Artificial intelligence is once again fueling a scorching tech stock rally, but the rising tide is notably not lifting all ...

The boom in AI data center building has caused a shortage of memory chips which are also crucial for electronics like ...

The AI buildout is creating a supply-demand imbalance in storage devices. Prices of DRAM and NAND storage devices soared in 2025. Prices of memory storage devices are expected to continue to climb ...

This is my third and last blog on digital storage and memory projections for 2024. The last two articles focused on digital storage and memory devices including magnetic tape, HDDs, SSDs as well as ...

This is the second in a set of three blogs about projections for digital storage and memory for the following year that we have been doing for a while. Our first blog focused on the latest ...