---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39554245.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US) The memory sector has plummeted over the past two days, with sentiment driven by Google's optimized memory model algorithm…The pricing for 26-27 memory has already highlighted… Capital is worried about cracks in demand for 2028… Capital chases certainty… and detests uncertainty.SanDisk has surged 13-fold since last year! Micron is up 5 times!You're looking at current demand, but Mr. Market is looking at what happens after 2028."
datetime: "2026-03-26T15:22:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39554245.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39554245.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39554245.md)
author: "[AngerBird](https://longbridge.com/en/profiles/13017810.md)"
---

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


### Related Stocks

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

## Comments (17)

- **缅A韭菜来美股发展 · 2026-04-13T14:47:25.000Z**: Regret not bottom-fishing during the crash.
- **素时听风 · 2026-03-26T16:15:09.000Z**: Google hasn't seen a rise either. As long as the war doesn't end, it's all volatile and falling.
- **支持我大中国到底 · 2026-03-26T15:35:27.000Z**: It was bound to adjust after hitting a new high, and with Google's news, this pullback will likely be deeper.
- **双双2026 · 2026-03-26T15:31:17.000Z**: In the past six months, there have been few well-known U.S. stocks that haven't plummeted. It's a market crash.
- **缅A韭菜来美股发展 · 2026-03-26T15:25:24.000Z · 👍 1**: Well, why didn't the pricing for 2027 stand out in January, and why did the demand for 2028 show no cracks in January? It's simply that what goes up must come down, and vice versa.
  - **月光酱** (2026-03-26T15:36:32.000Z): Because Google's algorithm was just released...
  - **朱嫑膘** (2026-03-26T15:38:56.000Z): The impact is actually limited
  - **月光酱** (2026-03-26T15:43:23.000Z): When expectations are influenced, more weight is placed on the side of the facts. In the short term, 700 doesn't seem expensive, but in the long term, even 350 might not be cheap.
- **贤老师 · 2026-03-26T15:25:18.000Z**: Was it a mis-sell?
  - **AngerBird** (2026-03-26T15:28:38.000Z): Actually, everyone knows that fundamentals have little impact in the short term.