---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39584267.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US)Rumors suggest that SK Hynix's HBM4 yield is insufficient, which has significantly impacted NVIDIA's Rubin shipments. It's clear that HBM process technology is indeed becoming increasingly difficult with each generation, gradually moving away from the logic of a commodity.Memory controls the entire AI supply chain.HBM3's capacity consumption is 3 times that of DRAM, HBM4's is 4 times, and HBM4E's is even greater. Each generation's yield improvement takes several years, and each generation is harder than the last... Capacity ramp-up is not as easy as everyone imagines."
datetime: "2026-03-27T14:14:18.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39584267.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39584267.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39584267.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/39584267.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39584267.md)


# $Sandisk(SNDK.US)$Micron Tech(MU.US)Rumors suggest…


### Related Stocks

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

## Comments (9)

- **齐飞飞 · 2026-03-27T14:33:38.000Z**: Then won't Dazi's income be greatly affected?
  - **顺创投资** (2026-03-27T14:36:22.000Z): Anyway, supply can't meet demand. The question isn't about the size of the impact, but rather by how much it will exceed expectations.
  - **齐飞飞** (2026-03-27T14:39:04.000Z): If insufficient yield and supply shortages affect Rubin's shipments, can Dazi's performance still exceed expectations?
  - **顺创投资** (2026-03-27T15:04:36.000Z): Now the AI dominance has essentially shifted to storage, with NVIDIA, Google, AMD, cloud service providers, and application end-users all becoming targets for harvesting.
- **哈希拉马 · 2026-03-27T14:18:13.000Z**: Does Micron have a technological advantage?
  - **顺创投资** (2026-03-27T14:20:15.000Z): Everyone is the same
- **AMD是饼王 · 2026-03-27T14:16:44.000Z**: Can you provide a link to the source of the news?
  - **顺创投资** (2026-03-27T14:18:10.000Z): No, these are all insider information exchanged privately within the industry.
  - **顺创投资** (2026-03-27T14:19:24.000Z): There's no doubt about it. It's common knowledge that each generation is harder to produce than the last. The most difficult part of chip production is improving the yield rate.