Company
U.S. company specializing in NAND flash memory and storage products, including SSDs, memory cards, and USB drives, spun off from Western Digital in 2025.
About $803 million of crypto positions were liquidated in 24 hours as the Kospi fell more than 6%, Crowdfund Insider reported. SanDisk perpetuals were about $19 million of it, a small share unless the other chip contracts were far larger.
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Bristlemoon Global Fund lost 8.4% in the September 2026 quarter, net of fees, though ASML, Sandisk and Lam Research helped in September. Its manager blames a narrow market, with the S&P 500 2% off its high and 83% of members more than 10% off theirs.
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Samsung Electronics and SK hynix fell 2.20% and 2.68% in Seoul premarket trading as CXMT's server memory plans weighed on memory stocks. Other pressures sat in the same tape, so one morning cannot size the China supply risk.
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Crypto exchanges liquidated about $803 million in leveraged positions over 24 hours, 86% of them longs, according to CoinGlass. SanDisk perpetual futures took $19.09 million of that, ahead of XRP's $18.78 million.
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Sandisk's NAS 800, an endurance-tuned WD Black SN8100 rated for up to 14PB of writes, costs 45% to 65% more than that drive, Tom's Hardware found. The extra money buys about one full drive write a day for five years, so it pays off only in a NAS or workstation that writes that much.
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Ripple is financing leveraged stock ETFs through its prime brokerage arm, a business it entered by buying Hidden Road for $1.25 billion. The fees come with exposure to client funds that one large move in a single stock can wipe out.
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The board approved up to 125 trillion won for this year, but three quarters of a three-year program lands in one payment. The "megacycle" that follows is a forecast, not a policy.
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Asked where Chuseok cash gifts should go, Korea's five largest fund houses named ten ETFs, half of them with US or global mandates, and the one fund three firms picked independently holds US dividend growers.
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Appaloosa's Q2 2026 filing concentrates two-fifths of David Tepper's fund in Amazon, Micron and Taiwan Semiconductor, and the AI theme reaches about three-quarters of the whole book. Nvidia is back in, but smaller.
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Dario Amodei's slowdown essay and Sam Altman's remark that a listing would be ill-advised took ASML down 6%, about EUR 33.6 billion of market value, while Nvidia fell 2.5% and TSMC 1.2%. The drops grew with distance from current revenue.
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The KOSPI closed at 6,909.91 on the 11th, back below 7,000 but still up 3.33% for the week, and the memory names that led the advance fell again in New York on a day Brent dropped 2.81%.
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A Seeking Alpha initiation rates Sandisk a Buy at $2,160 after fiscal 2026 revenue nearly tripled and non-GAAP gross margin reached 84.6%. The multiyear minimum-price agreements are the part that changes how the earnings should be underwritten.
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Tom's Hardware calls the 2TB drive fast and a reliable alternative, short of the fastest in its class, built on a Silicon Motion SM2508 with Kioxia's own flash. Endurance is 600TB written per terabyte, and Kioxia has no official US retail channel.
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The three-year treasury yield closed at 4.014% and WTI at $102.48, the KOSPI gave up the 7,000 level, and the money leaving Korea's safest funds landed in brokerage accounts with margin debt already at 32.36 trillion won.
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ChangXin's second-quarter margin on commodity DDR5 came in above both Korean makers, in a Nihon Keizai Shimbun analysis, a year after the Chinese firm was losing money on the same product. The price behind it was set by SK hynix and Samsung.
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The $31 billion is contingent on Tokyo funding about a third of it, and the Kitakami fab that absorbs 36% of the package does not run until the fiscal year beginning April 2029, so the firm portion is smaller than the headline.
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The $1.165 billion Sandisk owes Kioxia arrives in installments between 2026 and 2029, four years before the extended term begins, which is what a NAND buyer pays to stop renegotiating access annually.
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OXMIQ's Hot Chips model gives a flash-backed rack 14 times the capacity and 58 percent of the bandwidth. Two of the three HBF grades cannot keep pace with today's HBM.
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The SEC's requests to Goldman, JPMorgan, Citi and BofA cover margin-call timing and leverage talks, according to Reuters. Micron's record quarter says the thesis held; the financing did not.
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Copper-to-copper slips to HBM5 at the earliest, so HBM4E capacity has to come out of die thickness inside a 775-micron package. iHBM heat blocks cannot be retrofitted to parts already in design.
Reality
Product · August 20, 2026 · Confirmed3 publishers
Invest · August 15, 2026 · One report1 publisher