Wow.... I was really surprised.
The presentation lasted for almost 3 hours...
Technology and market outlook, business performance, and a presentation of amazing new technologies
A NAND memory company was so technologically worthwhile...,
From build-up to climax, it was perfect.
Why SanDisk is focusing on KV (Key-Value) short-term and long-term cache for faster AI development, market pioneering, and based on these efforts, signing long-term contracts with vendors to ensure there are no problems until 2028. They presented the market outlook and business results well with graphs, numbers, and easy-to-understand images.
And, showing off their amazing technology HBF that they have prepared for 2030 after 2028,
They said it is a technology that can improve existing problems more effectively. It's not just an imaginary technology, but they announced that they will provide mass-produced products to customers from 2027 onwards, receiving applause.
Thanks to this, SanDisk became the first company to perfectly present the vision after 2028 that investors really want.
Interestingly, the development of HBF requires Hynix from Korea to participate. So Hynix also rose in the stock market... (And Google and Meta are participating in HBF..)
Introducing technology that is a step ahead of its competitor Kioxia's technological capabilities, the share price, which was $1350, soared to $1580 in an instant... ㄷㄷ (It later adjusted and settled around $1520).
Really, Samsung Electronics is a bit better, but Hynix seems to have something to learn from this SanDisk presentation.
Korean investors also want to see new technology development and its results to bridge the gap with CXMT after 2028...
This SanDisk presentation is a really exemplary presentation that shows how to prepare a presentation if you are a working person.
