---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/38877202.md"
description: "$Sandisk(SNDK.US)$Micron Tech(MU.US)Samsung has shut down half of the global 2D NAND production capacity, further confirming Pan Jiancheng's view. Major manufacturers are shifting to Dram, leading to a tighter supply of NAND. With NVIDIA's Rubin shipping in the second half of the year, NAND will become even more scarce."
datetime: "2026-02-25T10:06:26.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38877202.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38877202.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38877202.md)
author: "[顺创投资](https://longbridge.com/zh-CN/profiles/15881744.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/38877202.md) | [繁體中文](https://longbridge.com/zh-HK/topics/38877202.md)


# $Sandisk(SNDK.US)$Micron Tech(MU.US)Samsung has sh…


### 相关股票

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

## 评论 (1)

- **双双2026 · 2026-02-25T12:53:29.000Z**: Like