DRAM, NAND, HBM and memory pricing
Value-chain sector
Memory and storage
DRAM, NAND, storage devices, controllers, and memory-cycle indicators.
Coverage universe
Memory and storage companies
Open a company feed for recent official-source headlines or start tracking an individual ticker.
Latest signals
Recent sector headlines
Recent investor-relevant alerts drawn from official company and SEC sources.
MU 10-Q filed 2026-06-25 | Key takeaways
MU filed its 10-Q; the most relevant disclosure change is added Strategic customer agreements: Q3 10-Q adds a new Industry Conditions section titled 'Strategic Customer Agreements' and a related MD&A liquidity paragraph stating that Micron has entered into multi-year take-or-pay strategic customer agreements in the third and fourth quarters of FY2026, w. Customer concentration: Undisclosed customer (primarily in CMBU segment) represented 10% of revenue.
MU Post-Call: Strategic Customer Agreements (SCAs) Lock in $100B RPO; Pricing Floors Set New Margin Paradigm
Micron’s management used the Q3 FY2026 call to unveil a fundamental transformation of its business model through 16 newly signed Strategic Customer Agreements (SCAs). These multi-year contracts, covering roughly 20% of DRAM and 33% of NAND volumes through 2030, have established a staggering $100 billion in Remaining Performance Obligations (RPO). Most significantly, management revealed that these agreements include pricing floors designed to maintain gross margins well above historical cycle peaks, even in downt...
Seagate announces redemption of 3.50% exchangeable senior notes due 2028
Seagate HDD Cayman, a subsidiary of Seagate Technology Holdings, has issued a notice calling for redemption of all outstanding 3.50% Exchangeable Senior Notes due 2028. The redemption date is September 8, 2026, with an exchange deadline of September 3, 2026. Seagate expects to eliminate approximately $150.7 million of debt through this redemption and voluntary noteholder exchanges.
Micron Appoints Dr. Alexis Black Björlin to Board of Directors
On June 9, 2026, Micron Technology, Inc. announced the appointment of Dr. Alexis Black Björlin as a member of its Board of Directors, effective the same date. The Board has determined Dr. Björlin to be an independent director under Nasdaq rules, and she was also appointed to the Board's Governance and Sustainability Committee. Following her appointment, the Board will have nine directors, eight of which are independent. The prior guidance context supplied (Q1 FY2026 revenue, EPS, and margin guidance) is not appl...
Western Digital Announces Exchange of $858.4 Million Convertible Notes Due 2028
Western Digital Corporation entered into privately negotiated exchange agreements with certain holders of its 3.00% Convertible Senior Notes due 2028. The holders agreed to exchange approximately $858.4 million aggregate principal amount of Notes for cash equal to principal plus accrued interest, plus shares of common stock based on the remaining value using a two-day VWAP measurement period on June 3-4, 2026. The Exchange Transactions are expected to close on or after June 5, 2026, subject to customary closing...
Western Digital Appoints Manuvir Das to Board of Directors
Western Digital Corporation appointed Manuvir Das to its Board of Directors effective May 26, 2026, with his appointment continuing until the next annual stockholder meeting. Das was also appointed to the Audit Committee and will receive compensation under the Company's standard non-employee director program. Das brings deep expertise in enterprise AI, data infrastructure, and cloud computing, having previously served as Head of Enterprise Computing at NVIDIA, where he led enterprise AI strategy and launched the...
Seagate announces exchange of $185.908 million principal amount of 3.50% exchangeable notes due 2028
Seagate Technology Holdings plc and its subsidiary Seagate HDD Cayman entered into privately negotiated exchange agreements with holders to exchange $185.908 million principal amount of 3.50% Exchangeable Senior Notes due 2028 for consideration consisting of $185.908 million in cash and a number of Seagate ordinary shares to be determined over a one trading day period beginning May 21, 2026. The exchanges are expected to be consummated on or about May 26, 2026, subject to customary closing conditions. Following...
Sandisk recommends stockholders reject unsolicited mini-tender offer by Tutanota LLC
Sandisk Corporation became aware of an unsolicited mini-tender offer by Tutanota LLC to purchase up to 100,000 shares of common stock at $1,150.00 per share, representing less than 0.07% of outstanding shares as of April 24, 2026. The offer is conditioned upon the closing price per share exceeding $1,150.00 on the last trading day before expiration, meaning tendering stockholders would receive a below-market price unless this condition is waived. Sandisk does not endorse the offer and recommends stockholders tak...
WDC 10-Q filed 2026-05-01 | Key takeaways
WDC filed its 10-Q; the most relevant disclosure change is reduced Debt and Liquidity: Company entered $1.5 billion bridge loan, fully redeemed all Senior Notes ($500M 4.75% notes due 2026, $500M 2.85% notes due 2029, $500M 3.10% notes due 2032), and retired bridge loan and Term Loan A-3 through tax-free exchange for 5.8 million Sandisk shares. . Customer concentration: Customer A represented 17% of revenue; Customer B represented 15% of revenue.
SNDK 10-Q filed 2026-05-01 | Key takeaways
SNDK filed its 10-Q; the most relevant disclosure change is added Debt extinguishment: Company fully repaid $1.9 billion term loan facility on March 4, 2026 using cash on hand; recorded $46 million loss on debt extinguishment from write-off of unamortized issuance costs; company has no long-term debt outstanding as of April 3, 2026. Customer concentration: Multiple customers (top 10) represented 46% of revenue; One customer (unnamed) represented 10%+ of revenue.
STX 10-Q filed 2026-04-29 | Key takeaways
STX filed its 10-Q; the most relevant disclosure change is added Legal settlement: The company recorded a $105 million legal settlement charge for the securities class action litigation, with approximately $70 million expected to be covered by insurers.
SNDK 10-Q filed 2026-01-30 | Key takeaways
SNDK filed its 10-Q; the most relevant disclosure change is added Subsequent Events - Flash Ventures Extension: On January 29, 2026, the company entered into FAL Second Commitment and Extension Agreement and FPL Second Commitment and Extension Agreement with Kioxia, extending the terms of Flash Alliance and Flash Partners joint ventures to December 31, 2034. Following e. Customer concentration: Top 10 customers represented 44% of revenue; Top 10 customers represented 40% of revenue.
Daily sector context
Follow the companies, then get the wider semiconductor picture.
The Semiconductor Daily adds overnight Asia coverage, industry news, and memory pricing to TickerStar's official company alerts.