---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39265634.md"
description: "Why is SanDisk's stock price rising?SanDisk's forward P/E ratio for the 2026 calendar year is now about 7 times, and the valuation hasn't yet considered HBF's revenue contribution this year. HBF's contribution will mainly start next year. More information will have to wait for next week's GTC conference. Pay close attention to what the intermediate storage layer of NVIDIA's RUBIN platform, which started production at the beginning of this year and will be launched in the second half of the year, uses before the HBF standard (expected Q3) is released. Additionally, there is news that the joint venture K2 factory between SanDisk and Kioxia has already directly mass-produced BICS10 (tenth generation, originally planned for BICS8) NAND Flash products. This is the most advanced NAND technology on Earth so far. Other joint venture factories have largely switched to producing BICS9 (the most advanced before was BICS7 products, and the newly built K2 factory's BICS8 is used for enterprise-grade) products specifically for high-performance enterprise-grade eSSDs. Right now, Kioxia and SanDisk are bringing out their core, cutting-edge technologies (in the NAND field, they are generally one to two generations ahead of Samsung, SK Hynix, and Micron Technology, but there was no place for it during previous strong consumer cycles). Obviously, they're gearing up for a big fight!Most of this information is public information and was selectively ignored by the market during the period when it was being shorted by a certain short-selling institution talking nonsense. SanDisk's two investor meetings (which announced the verification of high-performance storage products with key customers) and the signing of the HBF standard collaboration agreement with SK Hynix, among others, all contain a lot of key information. Short-term stock prices can sometimes be swayed by market sentiment, but they cannot change the medium-term trend."
datetime: "2026-03-15T01:31:31.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39265634.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39265634.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39265634.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

> Supported Languages: [简体中文](https://longbridge.com/zh-CN/topics/39265634.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39265634.md)


# Why is SanDisk's stock price rising?SanDisk's forw…


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## Comments (4)

- **昆仑山岩石 · 2026-03-15T04:37:42.000Z · 👍 1**: On December 21st or 23rd last year, I posted a prediction that SanDisk's stock price would reach over $700 by 2026. At the time, my calculation was actually over $1,000, but I discounted it by 30% for fear of being called crazy. Still, some said it would drop to $50. That post is still there. It's n
- **昆仑山岩石 · 2026-03-15T03:44:57.000Z · 👍 1**: SanDisk's valuation restructuring is currently in its early stages, and it is estimated that SanDisk's market value will reach over $500 billion within 2 years, corresponding to a forward P/E ratio of about 15x.
  - **被闪迪美光双打中……** (2026-03-15T04:39:08.000Z): Bro, what do you mean? Can I hold it for the long term?
- **被闪迪美光双打中…… · 2026-03-15T02:36:54.000Z**: You can't expect to get the last bite of profit; it keeps falling at the slightest sign of trouble.