---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000653291.md"
description: "SanDisk -11%, Micron -10% ($724), WDC -8% ($476), QCOM -7%. The Korea memory complex just got smoked in one session.🔥 Why it dumped:1. Hot US inflation print → bond yields up → growth multiples compress2. Korean policy chief floated a ” citizen dividend“ tax on chip excess profits 👀3. Google TurboQuant headlines → ” do we need less memory for AI?“4. Profit-taking — SNDK was +552% YTD, WDC +200%, MU +179% going in💭 My read: This is a ROTATION, not a thesis break. HBM is still SOLD OUT for 2026. But after a run like that, you don‘t need bad news — you need ANY excuse."
datetime: "2026-05-13T06:39:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000653291.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000653291.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000653291.md)
author: "[levon9111](https://longbridge.com/en/profiles/16656010.md)"
generator: "portal-rs"
---

# SanDisk -11%, Micron -10% ($724), WDC -8% ($476), …


### Related Stocks

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

## Comments (2)

- **Fair_Lemon5303 · 2026-05-13T10:44:46.000Z**: HBM still sold out leh, this dip more like excuse to shake out weak hands. I see it as chance to add a bit.
- **Shark · 2026-05-13T06:52:22.000Z**: Google headlines anyhow shoot, whole sector feel the pain lol


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**