NVIDIA is scheduled to report fiscal 2027 second-quarter results on August 26, providing a near-term read-through on AI infrastructure demand for SK hynix's next-generation memory partnership.
Akros SK Hynix SanDisk Treasury Balanced 50 Index
Balanced exposure to SK Hynix, SanDisk, and Korean government bonds in a 25/25/50 blend.
Recent events
Sandisk is scheduled to hold its 2026 Investor Day on August 13, 2026, at 9:00 a.m. Eastern Time.
Sandisk reported fiscal Q4 2026 revenue of $8.97 billion and guided fiscal Q1 2027 revenue to $10.30 billion-$10.80 billion.
WD is scheduled to report fiscal fourth-quarter and full-year 2026 results after market close on August 5 and hold its earnings call at 4:30 p.m. Eastern Time.
SK hynix and Sandisk disclosed the first OCP HBF standard, specifying up to 512GB capacity and approximately 0.4TB/s to 3.0TB/s bandwidth.
Kioxia and Sandisk unveiled 10th-generation QLC 3D NAND technology with more than 37Gb/mm² bit density and a 4.8Gb/s interface.
Sandisk and SK hynix disclosed that Google and Tenstorrent are participating in the HBF consortium alongside the first OCP HBF specification release.
SNDK's selloff extended to a July 29 close of $1,015.89, 56.5% below its June 25 closing high, before rebounding 26.0% on July 30 and closing July 31 at $1,214.83.
Kioxia reported June-quarter revenue of ¥1.767 trillion and operating profit of ¥1.270 trillion, and forecast September-quarter revenue of ¥2.390 trillion amid continued data-center demand.