---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39356318.md"
description: "$Sandisk(SNDK.US) Everyone is focused on HBM, but savvy investors are more bullish on NAND. NAND has become the most out-of-stock segment in the memory supply chain, with prices doubling in the second quarter and expected to rise even more sharply in the second half of the year.Micron CEO: NAND demand will significantly exceed available supply.$Micron Tech(MU.US)"
datetime: "2026-03-19T02:27:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39356318.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39356318.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39356318.md)
author: "[顺创投资](https://longbridge.com/en/profiles/15881744.md)"
---

# $Sandisk(SNDK.US) Everyone is focused on HBM, but …


### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)

## Comments (7)

- **KAISHENGHK · 2026-03-19T16:03:29.000Z**: Will today's sharp decline continue the downtrend? Selling and exiting is the best strategy.
- **顺创投资 · 2026-03-19T14:12:16.000Z**: $Sandisk(SNDK.US)is stronger than $Micron Tech(MU.US)for the following reasons
- **Frank · 2026-03-19T04:24:17.000Z**: In the pure NAND market, MU is indeed stronger than SNDK, but SNDK also has the HBF vision.
- **跑得要快 · 2026-03-19T02:32:49.000Z**: Which company will benefit?
  - **luyouyuo** (2026-03-19T02:41:06.000Z): SD
  - **diamond man** (2026-03-19T02:43:51.000Z): sndk
  - **KAISHENGHK** (2026-03-19T16:03:56.000Z): No positive news, all negative.