Sandisk has announced a significant investment in Nanya Technology, marking a strategic move to strengthen their partnership in the DRAM market. The deal includes a $1.0 billion equity investment through a private placement, which involves acquiring approximately 139 million shares at a 15% discount to Nanya’s 30-day average price. This investment is expected to grant Sandisk around 3.9% ownership in Nanya following the transaction, with a three-year lock-up period in place. In addition to the equity investment, Sandisk has entered into a multi-year DRAM supply agreement with Nanya. This pact aims to secure long-term DRAM sourcing for Sandisk while deepening the collaborative relationship between the two companies. The supply arrangement is designed to support Sandisk’s strategic goals in the semiconductor industry, ensuring a stable and reliable supply chain for its products. The agreements were signed on March 25, 2026, and are effective from the same date. The private placement is subject to regulatory approvals from Taiwanese authorities, as required by the terms of the transaction. Both the equity investment and the supply deal are part of broader efforts by Sandisk to solidify its position in the DRAM market, which is a critical component for data storage and computing technologies. The investment and supply arrangement reflect the growing importance of strategic partnerships in the semiconductor industry, where companies are increasingly relying on collaborative ventures to meet demand and navigate competitive landscapes. By securing a long-term supply agreement with Nanya, Sandisk is positioning itself to benefit from the company’s manufacturing capabilities and market presence.#sandisk #sec_filing #nanya_technology #dram_market #private_placement
Boeing Shares Bought by KKM Financial Investment firm increases stake in aircraft manufacturer by 29.5% in Q3 KKM Financial LLC expanded its holdings in The Boeing Company by 29.5% during the third quarter of 2026, according to a recent SEC filing. The firm now holds 22,658 shares of Boeing stock, which are valued at approximately $4.89 million. Boeing represents about 1.5% of KKM Financial’s portfolio, ranking as the firm’s 21st largest holding. The investment marks a significant move by KKM Financial, which added 5,162 Boeing shares during the quarter. This brings the firm’s total holdings to 22,658 shares, up from 17,496 shares at the end of the previous quarter. The increased stake underscores continued institutional interest in Boeing despite the company’s recent struggles, including the prolonged grounding of the 737 MAX aircraft and the lingering effects of the COVID-19 pandemic on global air travel. The decision to boost Boeing’s position in its portfolio suggests that KKM Financial remains optimistic about the company’s long-term potential as a dominant player in the aerospace industry. Analysts note that the investment reflects confidence in Boeing’s ability to recover from past setbacks and adapt to evolving market conditions. Boeing’s challenges have included regulatory hurdles, production delays, and a decline in demand for commercial aircraft due to reduced travel activity during the pandemic. However, the company has been working to rebuild its reputation and regain market share. KKM Financial’s increased stake may signal that some investors believe Boeing is on a path to sustained growth. The SEC filing highlights the firm’s strategic focus on aerospace manufacturing, with Boeing’s shares contributing to around 1.5% of KKM Financial’s total assets under management.#aerospace_manufacturing #institutional_investors #kkm_financial #the_boeing_company #sec_filing
