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.
Silicon Motion Announces 15% Increase in Annual Cash Dividend to $2.30 per ADS
Silicon Motion Technology Corporation announced an annual cash dividend of $2.30 per ADS for 2026, a 15% increase from the $2.00 per ADS declared in 2025, payable in four quarterly installments of $0.575 per ADS. The first installment is scheduled for a record date of November 5, 2026 and a payment date of November 19, 2026, with three subsequent installments scheduled through August 19, 2027. The CEO cited significantly increased revenue and profitability and an outlook for record results this year as the basis...
MU 10-K filed 2026-10-09 | Key takeaways
MU filed its 10-K; the most relevant disclosure change is added Risk factors - labor and union activity: Item 1A includes a standalone risk factor titled 'Labor disputes, union activity, work stoppages, or other disruptions at our manufacturing facilities could cause significant business interruption and materially adversely affect our business, results of operat. Customer concentration: Top 10 customers (aggregate) represented Over 50% of total revenue of revenue; Data center end market (aggregate) represented...
Sandisk files DEF 14A for 2026 annual meeting on November 17, 2026
Sandisk Corporation filed a definitive proxy statement (DEF 14A) on October 6, 2026, for its 2026 annual meeting of stockholders to be held virtually on November 17, 2026 at 8:00 a.m. Pacific Time. The proxy seeks votes on three proposals: election of eight director nominees, an advisory Say-on-Pay vote on NEO compensation, and ratification of KPMG LLP as the independent registered public accounting firm for fiscal 2027. The record date is September 21, 2026, with 144,527,564 shares of common stock outstanding a...
MU Q4 Call: Record Results, Massive HBM Momentum, and Resumption of Capital Returns
Micron (MU) followed up its record-breaking Q4 results with a highly bullish earnings call, emphasizing that the 'super intelligence' era of AI is driving a structural shift in memory demand. Management highlighted unprecedented visibility through 2030, underpinned by 26 Strategic Customer Agreements (SCAs) representing over 35% of projected revenue and $32B in financial commitments. The most significant incremental news for investors was the specific timeline for increased capital returns, set to commence on De...
MU Q4 2026 Call: $22B in Strategic Customer Agreements (SCAs) Transform Business Model; FY27 CapEx to Exceed $45B
Micron's Q4 2026 earnings call centered on a fundamental structural shift in the memory industry's business model. Management revealed that they have already signed 16 Strategic Customer Agreements (SCAs) representing over $22 billion in total financial commitments, including $18 billion in upfront cash deposits. These 'take-or-pay' contracts, which include price floors and ceilings, are designed to provide unprecedented visibility through calendar year 2030. With HBM demand now booked through 2027 and 2028, Mic...
Western Digital calls for redemption of $109.5M of 3.00% Convertible Senior Notes due 2028
On September 14, 2026, Western Digital Corporation issued a redemption notice calling all $109,505,000 aggregate principal amount outstanding of its 3.00% Convertible Senior Notes due 2028 for redemption on November 16, 2026. The notes will be redeemed at 100% of principal plus accrued and unpaid interest to, but excluding, the Redemption Date. The company expects substantially all holders to convert their notes before the Redemption Date at the existing conversion rate of 26.5231 shares per $1,000 principal amo...
Seagate completes redemption of 3.50% Exchangeable Senior Notes due 2028
Seagate Technology Holdings plc's subsidiary Seagate HDD Cayman settled redemption and exchanges of all approximately $150.7 million principal amount of its 3.50% Exchangeable Senior Notes due 2028 on September 8, 2026. Seagate HDD paid approximately $150.97 million in cash and delivered 1,647,862 ordinary shares of Seagate to settle its obligations under the Notes. Of the Notes, $150.51 million aggregate principal amount was exchanged for the 1,647,862 ordinary shares pursuant to the Section 3(a)(9) exemption f...
Seagate DEF 14A proxy filed for October 24, 2026 AGM; reports FY2026 results and board reduction from 11 to 9 directors
Seagate's 2026 definitive proxy statement was filed for the virtual 2026 Annual General Meeting of Shareholders to be held on October 24, 2026, at 5:00 p.m. Singapore Standard Time (record date August 26, 2026). The proxy reports Fiscal Year 2026 (ended July 3, 2026) GAAP revenue of $12.2 billion, up 34% year-over-year, GAAP operating income more than doubling to $4.1 billion, GAAP net income of $3.184 billion, GAAP EPS of $13.90, $3.7 billion in cash flow from operations, and record free cash flow of $3.1 billi...
Western Digital to exchange $191.0 million of 3.00% Convertible Senior Notes due 2028 for cash and stock
On August 26, 2026, Western Digital Corporation entered into privately negotiated exchange agreements with certain holders of its 3.00% Convertible Senior Notes due 2028. The Company will exchange approximately $191.0 million aggregate principal amount of Notes for approximately $192.7 million in cash and a number of common shares corresponding to the remaining conversion value. The Exchange Transactions are expected to close on or after September 2, 2026, subject to customary closing conditions, and the Exchang...
SNDK 10-K filed 2026-08-17 | Key takeaways
SNDK filed its 10-K; the most relevant disclosure change is expanded Customer concentration: Top 10 customers accounted for 44% of net revenue in FY2026 (vs 40% in FY2025 and 41% in FY2024); three customers accounted for approximately 19%, 12%, and 10% of outstanding accounts receivable as of July 3, 2026. Customer concentration: Top 10 customers (aggregate) represented 44% of revenue; Customer A (largest AR) represented ~19% of accounts_receivable.
WDC 10-K filed 2026-08-14 | Key takeaways
WDC filed its 10-K; the most relevant disclosure change is expanded Customer concentration and long-term agreements: WDC added a new risk factor on long-term customer agreements that commit it to deliver substantial volumes of products over multi-quarter or multi-year periods at predetermined or formula-based prices, noting potential inability to take advantage of periods of. Customer concentration: Top 10 customers (aggregate) represented 73% of revenue; Customer One represented 16% of revenue.
Silicon Motion proposes $800M 0.00% convertible senior notes due 2031, with $120M over-allotment option
Silicon Motion Technology Corporation announced its intention to offer $800,000,000 aggregate principal amount of 0.00% convertible senior notes due 2031 in a Rule 144A private offering to qualified institutional buyers, with an over-allotment option of up to an additional $120,000,000. The notes will be senior unsecured obligations, will not bear regular interest, and will mature on August 15, 2031 unless earlier repurchased, redeemed, or converted. Net proceeds are intended for general corporate purposes and t...
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.