Oct 29, 2026
SanDisk’s $1.165 Billion Bet on NAND Access
Enterprise SSDs reached 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. SanDisk extended its Kioxia manufacturing agreement through 2034.
Oct 9, 2026
Why Toshiba Is Doubling HDDs as Enterprise SSDs Surge
Enterprise SSDs rose from 26% to 48% of global NAND shipments in a year, according to Counterpoint. Toshiba plans to double AI-data-center HDD capacity by FY202...
Sep 18, 2026
At 48% of NAND Shipments, SSDs Pull SK Hynix Beyond HBM
Enterprise SSDs accounted for 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. SK Hynix is expanding across HBM, DRAM, NAND, packaging, flas...
Aug 7, 2026
SanDisk’s $1.165B Flash Pact Runs Through 2034
SanDisk reported fiscal Q3 revenue up 251% to $5.95B after agreeing to pay Kioxia $1.165B for joint-venture access through 2034. Among four cited supply records...