Sandisk Corporation - Common Stock When-Issued (SNDK)

Optical components are emerging as the next big bottleneck in AI data centers, which explains the phenomenal growth in Lumentum's business.

The chipmaker has big plans for its growing cash flow.

Did President Trump accidentally start a rally in a Korean memory chip stock?

The company recently outlined promising growth targets for the next few years, suggesting that the memory shortage isn't coming to an end anytime soon.

Sandisk (NASDAQ:SNDK) used its investor event to outline a strategy centered on NAND technology scaling, longer-term customer agreements, AI data-center demand and shareholder cash returns. Chairman and Chief Executive Officer David Goeckeler said the company has spent the past 18 months strengthen

Musk recently highlighted memory as the single biggest determinant of AI success.

Micron and Sandisk have a solid outlook for the next year.

Sandisk can still deliver a multibagger performance over the next five years.

The end of 2026 could be a wild ride for investors.

The memory maker's new three-year targets look like a peak quarter made permanent -- and $93.9 billion of revenue is already under contract.

Sandisk's recent investor day conference was a hit with analysts.

Sandisk's gross margins hit 85% on fixed-price contracts and AI-driven demand, prompting an Argus upgrade, even as bears question if price-led gains can last.

Memory has emerged as the newest bottleneck in the AI semiconductor value chain.

Nvidia and Micron are making a ton of money from the AI build-out.