---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/39265927.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US)If the demand for data storage is endless, theoretically, the market cap of memory stocks could surpass NVIDIA. Samsung's expected profit this year is already not far from NVIDIA's. Memory manufacturers' clients include GPU and TPU manufacturers, as well as cloud service providers and hardware end-users. It's normal for them to eventually exceed NVIDIA."
datetime: "2026-03-15T03:47:39.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39265927.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39265927.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39265927.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/39265927.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39265927.md)


# $Micron Tech(MU.US)$Sandisk(SNDK.US)If the demand …


### 相关股票

- [NVIDIA (NVDA.US)](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [Samsung Electronics  (SSNGY.US)](https://longbridge.com/zh-CN/quote/SSNGY.US.md)
- [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)