Sandisk to Spend $1 Billion on Nanya in AI-Era Push to Lock In DRAM Supply

Sandisk on Wednesday announced plans to put about $1 billion into Taiwan’s Nanya Technology, tying the investment to a multi-year DRAM supply deal and taking a 3.9% equity stake in the process. The U.S. flash-memory maker is looking to lock in access to another key memory part. In U.S. trading, Sandisk shares slipped 3.5%. Nanya’s Taipei-listed shares, meanwhile, jumped 4.6%.

25 March 2026

Artificial Intelligence · NASDAQ:SNDK · Semiconductors · Technology · TWSE:2402

Nanya Technology stock jumps near limit-up in Taiwan as memory prices surge — what to watch Monday

Nanya Technology stock jumps near limit-up in Taiwan as memory prices surge — what to watch Monday

Shares of Nanya Technology ended Friday at T$326.5, up 9.9%, after foreign investors were net buyers of about 21.1 million shares, Taiwan Stock Exchange data showed. Turnover was brisk at about 127.8 million shares, and the stock’s high matched its close—an almost textbook limit-up day.

2 February 2026

Stock Market·Technology·TWSE:2402

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Alphabet Class A

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Applied Materials

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#1

Consumer Confidence • 10:00 ET

A large surprise can reset expectations for household spending and near-term growth, with read-through to Treasuries, USD and cyclical stocks.

#2

New Home Sales • 10:00 ET

Housing remains highly rate-sensitive; the print can move homebuilders, mortgage-sensitive names and the long end of the Treasury curve.

#3

Intuit earnings • After close

Guidance can influence software multiples and sentiment around U.S. small-business activity.

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