Sandisk

Kioxia plans to build a new memory fab in Iwate Prefecture with investment exceeding 1 trillion yen, targeting 2029 operations. The project is joint with Sandisk and seeks government subsidies.

An unverified claim reports SanDisk stock fell 10%. No further details are available.

Nvidia leads at 3.0% of total notional volume YTD, followed by Micron (2.8%), Tesla (2.1%), and SanDisk (1.5%). The top 10 stocks account for 16.4%. Some of these names show thinner liquidity than the average S&P 500 stock: SanDisk's bid-ask spread is 12.4 basis points vs 5.9 bps average; Tesla, Microsoft, and Alphabet also have smaller average order sizes at the best bid and offer. Separately, SanDisk announced its BiCS NAND roadmap delivered 54% more bits per wafer per generation across five nodes over nine years, a 27% average annual productivity gain.