---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39240288.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US) The shortage next year could be even more severe, plus NAND is being heavily consumed in AI.HBM consumes approximately three times the wafer capacity of general-purpose DRAM. As the industry transitions to HBM4 this year, this gap may widen to nearly four times, and it could be even larger with next year's HBM4E. Therefore, the incremental growth of HBM will disproportionately divert wafer capacity from general-purpose DRAM, exacerbating the structural tightness in memory supply."
datetime: "2026-03-13T05:09:01.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39240288.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39240288.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39240288.md)
author: "[顺创投资](https://longbridge.com/en/profiles/15881744.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/39240288.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39240288.md)


# $Micron Tech(MU.US)$Sandisk(SNDK.US) The shortage …


### Related Stocks

- [Micron Technology, Inc. (MU.US)](https://longbridge.com/en/quote/MU.US.md)
- [Sandisk Corporation (SNDK.US)](https://longbridge.com/en/quote/SNDK.US.md)
- [Hudbay Minerals Inc. (HBM.US)](https://longbridge.com/en/quote/HBM.US.md)

## Comments (5)

- **站在山顶看日出 · 2026-03-13T10:56:15.000Z · 👍 1**: Q2 can't be suppressed anymore, reaching 1000 is just around the corner!
- **做手 · 2026-03-13T07:00:41.000Z**: If you think about it that way, Micron would have been worth trillions long ago. Jensen Huang is frantically voting for various memory manufacturers just to boost their production capacity and then let them continue to compete. Using a few billion to leverage a hundred-billion-dollar market, Jensen 
  - **顺创投资** (2026-03-13T07:05:37.000Z): If it's early, it'll be in the second half of the year; if it's late, Micron will hit a trillion in the first half of next year.
  - **能工智人** (2026-03-13T14:46:09.000Z): The bosses of Samsung and Micron aren't stupid either; they're all shrewd people. Do you think they wouldn't have considered what you're saying? Even the bosses within the company have said they won't
- **冲上云霄mal · 2026-03-13T05:14:44.000Z**: Boss, can we average down now?