SanDisk Aktie News

Both the NAND and DRAM markets are in short supply. As such, prices for both have been skyrocketing.

Micron publicly stated the company is "sold out" of memory for all of 2026. Western Digital recently authorized a $4 billion stock buyback.

Sandisk and Micron could see industry-leading revenue growth in the coming years.

Micron is benefiting from the need for high-bandwidth memory. Sandisk is a pure-play way to play the shortage in flash memory created by AI.

Micron isn't the only company benefiting from the healthy demand for memory chips used in data centers and other applications. Sandisk saw remarkable growth in revenue and earnings in recent quarters and is poised to overtake Micron's earnings.

The huge tailwinds for Sandisk stock will likely continue. Here's why it's not necessarily worth the chase according to this trader.

With its biggest intraday drop in months immediately followed by its biggest intraday gain, Sandisk Corporation NASDAQ: SNDK has entered a new phase of price action. The stock had already been crowned one of the standout winners of 2025 before adding nearly 200% in the first few weeks of 2026.

Sandisk (SNDK) remains a strong buy, driven by surging NAND demand from AI, constrained supply, and robust pricing momentum. Key competitors like Samsung and SK Hynix are prioritizing memory/HBM over SSDs, tightening enterprise NAND supply and supporting SNDK's pricing power. AI workloads are accelerating NAND wear and replacement cycles, while hyperscalers are locking in long-term supply contr...