Shares of Micron (MU) and SanDisk (SNDK) fell sharply this week on concerns about competition from China's ChangXin Memory Technologies (CXMT). The article argues the selloff looks overdone, since CXMT's memory-chip advances have not yet proven commercially viable at scale. Micron, which makes DRAM, HBM and NAND, faces more direct pressure from CXMT's DRAM push, while SanDisk, a more concentrated NAND and SSD player, mainly faces YMTC, whose reach is limited by U.S. trade restrictions. Zacks consensus estimates show Micron's fiscal 2027 EPS rising 135% year over year to $177.73, and SanDisk's EPS could more than triple from FY26 levels to $213.31.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/14/2026 | 221.30 |
| Change that session | -3.16% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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