---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/38836030.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US)Micron's price movement is closely linked to NVIDIA's today. Before the earnings report, it's still a battle between bulls and bears, with volatility as the main theme. I think the main reason for the divergence from SanDisk's trend here should be the concerns coming from SK Hynix. High-end HBM chips should earn excess profits, but the production of HBM squeezes the output of conventional memory like NAND, leading to a surge in the price and profits of conventional storage, which in turn surpasses HBM that requires heavy R&D investment, creating a paradox. As a result, the price of the company that controls (or only does) basic flash memory (referred to as "迪子") rises. Here, KIOXIA is also an assist for "迪子". Stable production is the cornerstone for future memory competition."
datetime: "2026-02-23T15:19:19.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38836030.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38836030.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38836030.md)
author: "[Joshqi](https://longbridge.com/zh-CN/profiles/19337779.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/38836030.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38836030.md)


# $Micron Tech(MU.US)$Sandisk(SNDK.US)Micron's price…


### 相关股票

- [Micron Tech (MU.US)](https://longbridge.com/zh-CN/quote/MU.US.md)
- [Sandisk (SNDK.US)](https://longbridge.com/zh-CN/quote/SNDK.US.md)
- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)

## 评论 (5)

- **空物语 · 2026-02-23T15:37:09.000Z**: SanDisk has a small market cap and is easy to manipulate. Its fundamentals are not as good as Micron's, but Micron is being beaten down by Micron and Samsung. It's quite awkward, but looking beyond the cycle, I'm still more optimistic about Micron.
  - **Joshqi** (2026-02-23T15:39:51.000Z): Yes, for long-term value, Micron is definitely the choice, but can the storage industry really be considered in the long term? That's the point of hesitation right now. Whoever can secure the most une
  - **双双2026** (2026-02-23T15:46:18.000Z): Bullish on Micron, buying SanDisk, hahaha
  - **空物语** (2026-02-23T16:03:36.000Z): On the contrary, I'm thinking about how SSDs are definitely cyclical, but HBM has potential. In the current technological model, all kinds of HBM are highly customized. For example, the HBM in Nvidia'