---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40729845.md"
description: "$Sandisk(SNDK.US)'s real show is in the second half of the year; NAND demand will far exceed that of HBM."
datetime: "2026-05-13T13:58:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40729845.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40729845.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40729845.md)
author: "[顺创投资](https://longbridge.com/en/profiles/15881744.md)"
---

# $Sandisk(SNDK.US)'s real show is in the second hal…


### Related Stocks

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

## Comments (1)

- **稳住心态才能赚大钱 · 2026-05-13T14:02:43.000Z · 👍 2**: The problem is they can't even keep up with HBM production, so how would they have time to worry about SSDs?