---
title: "Storage chips are selling like hotcakes! SanDisk vs. Western Digital, which one is tougher?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43149906.md"
description: "Last quarter, both companies delivered explosive results 📊: SanDisk's revenue surged by 251%, shattering EPS expectations; Western Digital's revenue grew 45% year-over-year, with gross margins breaking 50% for the first time in history. Storage stocks have been highly volatile recently, surging sharply and dropping just as decisively, with bullish and bearish sentiments clearly visible. One relies on flash memory, the other on hard drives, but both are betting on the same logic: AI servers competing for storage capacity. Now comes the suspense 👉: At 3 AM Beijing time on August 6, both companies will hold their earnings calls simultaneously, facing off directly. Will this earnings report prove the thesis or burst the bubble? We'll find out once and for all..."
datetime: "2026-08-03T08:20:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43149906.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43149906.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43149906.md)
author: "[热点君](https://longbridge.com/en/profiles/1450684.md)"
---

# Storage chips are selling like hotcakes! SanDisk vs. Western Digital, which one is tougher?

Last quarter, both companies delivered explosive results📊: $Sandisk(SNDK.US) saw revenue surge by 251%, with EPS shattering expectations completely; $Western Digital(WDC.US) reported year-over-year revenue growth of +45%, and gross margin broke above 50% for the first time in history. Storage stocks have been highly volatile recently, surging sharply and falling just as decisively, with bullish and bearish sentiments clearly visible on their faces. One relies on flash memory, the other on hard drives, but both are betting on the same logic: AI servers competing for storage.

Now comes the suspense👉: At dawn on August 6 Beijing Time, both companies will hold their earnings calls simultaneously, facing off directly. Will this round of financial reports prove the thesis or burst the bubble? We'll find out all at once.

**Live Stream Link:**

[Western Digital Corporation (WDC.US) Q4 Fiscal Year 2026 Earnings Call](https://longbridge.com/zh-CN/lives/350294?channel=SH000001&invite-code=Y7JE5F&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-CN&share_track_id=3b977c13-6a60-4761-9f04-20c2caebcb4f)

[SanDisk (SNDK.US) Q4 Fiscal Year 2026 Earnings Call](https://longbridge.com/zh-CN/lives/350294?channel=SH000001&invite-code=Y7JE5F&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-CN&share_track_id=3b977c13-6a60-4761-9f04-20c2caebcb4f)

**🤔 How do you bet?**

A. SanDisk wins in the end — NAND price elasticity is highest, earnings will explode

B. Western Digital is the real hardcore player — HDD shortages are harder to solve than flash memory issues, price hikes will be more sustained

C. Both exceed expectations — The storage bull market has just begun, don't underestimate this cycle

D. Emotions are already overextended now — After such a big rise, the earnings report will just be "sell the news"

**🔥 Game Mode 1 · Sharp Commentary for Glory**

Publish an original sharp commentary of **30+ characters**, explaining which option you chose and your logic. We will select the 5 most hardcore ones to award **10 HKD Stock Cash Vouchers**

**🎁 Game Mode 2 · Stand and Check-in**

Also requires an original comment of **30+ characters** (opinion/prediction both accepted), everyone gets a share:

Basic check-in → **188 Task Coins**

With position/watchlist screenshot → **288 Task Coins**

📋 Event Rules

1️⃣ Event Period: Now until August 7, 00:00

2️⃣ Each user ID can win only once per game mode

3️⃣ We encourage genuine opinions first; pure AI-generated content is rejected

4️⃣ Prizes will be distributed within 15 working days after the event ends

5️⃣ Longbridge reserves the final right of interpretation. Bullish or bearish views represent personal opinions only and do not constitute investment advice.

### Related Stocks

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

## Comments (175)

- **丁叮妈 · 2026-08-07T23:52:51.000Z**: Bullish on SanDisk
- **f0o · 2026-08-07T23:02:17.000Z**: Definitely betting on: CMy personal insights are as follows:First, this is not a standard inventory cycle driven by traditional consumer electronics, but an AI-induced dual-track supercycle in storage. This includes the need for high-speed NAND SSDs to host hot data and model caches for AI training 
- **古龙(废物大学生) · 2026-08-07T22:40:17.000Z**: Hoping for a better future
- **新用户_yJ7q99 · 2026-08-07T19:42:00.000Z**: Stock trading nowadays is all about information asymmetry. Expectations are priced in half a year in advance, making the rallies baffling. As the market starts to go wild with bulls, ordinary people simply can't see what's happening. By the time they follow the trend and enter, there won't even be a
- **Preston-H · 2026-08-07T16:39:37.000Z**: Hard to choose.
- **jamesseny · 2026-08-07T16:20:54.000Z**: I believe SanDisk's trend will be stronger in the future!SanDisk: Larger long-term AI storage capacity, short-term need to digest high expectations1. Core Growth AdvantagesSanDisk's data center business saw a quarter-over-quarter revenue surge of 103%, with data center bit shipment share skyrocketin
- **JacDracula · 2026-08-07T16:03:03.000Z**: 👍🏻western digital
- **实习的交易员 · 2026-08-07T15:55:43.000Z**: Yeah A, SanDisk is stronger
- **不动为王 · 2026-08-07T15:46:39.000Z**: Certainly betting on: CMy personal insights are as follows:First, this is not a standard inventory cycle driven by traditional consumer electronics, but an AI-induced dual-track supercycle in storage. This includes the need for high-speed NAND SSDs to host hot data and model caches for AI training a
- **提 钱 退 休 · 2026-08-07T15:43:37.000Z**: The following are personal views based on public financial reports and do not constitute any investment advice! I am also not qualified to provide investment advice!Performance is good, but the market's expectations are even higher.1. Looking at current profitability, product premium, and profit ela
- **peterjohn · 2026-08-07T14:10:22.000Z**: SanDisk is more resilient because the market has always had demand for their products, and that demand is increasing.
- **谨记买入不急不急不急 · 2026-08-07T13:56:01.000Z**: Bullish on SanDisk
- **2015.10.14_33RqbS · 2026-08-07T13:25:22.000Z**: SanDisk
- **眼科主理人（笑发财） · 2026-08-07T11:42:27.000Z**: Choose C. The two follow different routes, but both can fully capitalize on the era's dividends.Reasons:1. After the spin-off, Western Digital will be a pure HDD player, easily squeezing cloud providers due to slow capacity expansion and long lead times, along with relatively strong customer stickin
- **Don Draper · 2026-08-07T11:05:17.000Z**: Isn't this about looking at the gains? That reflects market sentiment, so naturally it's SanDisk.
- **每天賺30刀就夠了 · 2026-08-07T11:03:17.000Z**: Sandisk pure NAND flash memory, AI server SSD track, huge cyclical elasticity. When the market is good, performance and stock price have extremely strong explosive power, but flash memory cycles fluctuate greatly, with extreme gains and losses. Western Digital HDD oligopoly, rigid demand for AI cold
- **Cio8Y9_FL · 2026-08-07T09:43:23.000Z**: Following its spin-off from Western Digital (WD) in 2025, SanDisk (SNDK) has experienced an epic surge amid the AI computing power wave. Its Q4 fiscal year 2026 earnings report (ending August 2026) showcased a stunning "profit leap": * Performance soars: Quarterly revenue reached $8.97 billi
- **tatum · 2026-08-07T09:29:14.000Z**: Excellent
- **爬山虎Yu · 2026-08-07T08:27:36.000Z**: Don't understand