SanDisk (SNDK) News

South Korean customs data reveals a monthly surge in storage prices: SSDs soared 63%, and HBM increased by 19%.

The data covers the period from April 2026 to May 10, with year-on-year increases for major categories generally ranging between 165% and 500%. Samsung noted that supply-demand tensions will further intensify in 2027, with new wafer fabs requiring two to three years to reach volume production. Meanwhile, spot prices for consumer-grade SSDs plummeted by 30% to 40%, showing a clear divergence from enterprise-level and AI-related storage products.

wallstreetcn03:30

The three major U.S. stock indexes closed mixed, with declines observed in the optical communications, chip, and semiconductor equipment sectors.

Gelonghui, May 13 | The three major U.S. stock indexes closed mixed, with the Nasdaq Composite down 0.71%, the S&P 500 Index down 0.16%, and the Dow Jones Industrial Average up 0.11%. The semiconductor and semiconductor equipment sectors in the U.S. market retreated broadly on Tuesday, with the Philadelphia Semiconductor Index falling more than 3% and dropping nearly 7% at one point during the session. Qualcomm plummeted over 11%, marking its worst single-day performance since March 2020; Intel and SanDisk fell more than 6%, Micron Technology dropped over 3%, while Broadcom, AMD, Applied Materials, and ASML Holding declined more than 2%; Western Digital and Seagate Technology edged lower. The optical communication sector also saw a collective pullback, with Lumentum and Credo both falling over 5%.

Gelonghui Finance06:10

Overnight U.S. Stocks | U.S. April Inflation Accelerates, Major Indices Mixed; Qualcomm (QCOM.US) Drops 11%

At the close, the Dow Jones Industrial Average rose by 56.09 points, or 0.11%, to 49,760.56 points; the Nasdaq Composite Index fell by 185.92 points, or 0.71%, to 26,088.20 points; and the S&P 500 Index dropped by 11.88 points, or 0.16%, to 7,400.96 points.

Zhitong Finance06:00

Express News | S&P upgraded SanDisk's rating to BB+ due to strong demand and deliveries, with a positive outlook.

Breakings05:53

The Chips Were Down - Heard on the Street Recap -- WSJ

WSJ05:09

SanDisk Options Spot-On: On May 12th, 175.37K Contracts Were Traded, With 687.12K Open Interest

On May 12th ET, $SanDisk(SNDK.US)$ had active options trading, with a total trading volume of 175.37K options for the day, of which put options accounted for 49.05% of the total transactions, and

Futu News04:30

The Memory Shortage Has Supercharged This AI Stock That Has Jumped 293% in a Year. It Can Still Soar Higher (Hint: It's Not Micron or Sandisk)

Yahoo Finance04:07

Shares of Memory and Storage-related Companies Are Trading Lower as the Industry Pulls Back Amid Profit-taking. Industry Weakness Is Falling Alongside a Broader Tech Selloff.

Benzinga03:41

SOXL Tumbles As Micron, SanDisk Drag Semis Lower; SOXS Spikes On Memory Shockwave

Benzinga03:08

Why Intel's Stock Is Falling and Guiding the Chip Sector Toward Its Worst Day of the Year

MarketWatch00:47

Why Is Roundhill Memory ETF (DRAM) Down Today?

TipRanks00:33

What's Going On With SanDisk Stock Tuesday?

Benzinga00:10

The U.S. semiconductor index plummeted by more than 4%, with Qualcomm dropping 12% and Intel plunging 9.1%.

U.S. inflation exceeded expectations amid an uncertain situation in the Middle East, causing the Philadelphia Semiconductor Index to plummet 4.3% in a single day, with SanDisk dropping 8.5% and Micron falling 7.6%. The U.S. April CPI surged 3.8% year-on-year, surpassing forecasts and hitting a near three-year high, while core CPI expanded to 2.8%. Trump described Iran’s proposal as “stupid,” casting doubt on the prospects of a ceasefire and driving up market risk aversion. The so-called 'AI tax' led to a decline in South Korea’s stock index, which also affected short-term AI investment sentiment to a certain extent.

wallstreetcnMay 12 23:44

Express News | The Computing Power Boom Pauses: US Chip and Semiconductor Equipment Stocks Decline in Tandem

BreakingsMay 12 23:44

Trending Stocks Today | Buzzfeed Shoots up 98.67%

May 12th - US stocks trending in regular trading hours.Gainers: $Buzzfeed(BZFD.US)$ soars 98.67% to $1.45 with a turnover of $125.7 million. $Eterna Therapeutics(ERNA.US)$ shoots up 73.64% to $12.52

Futu NewsMay 12 22:30

U.S. Stock Movement | Some Optical Communication Stocks Surge at the Opening; Applied Optoelectronics (AAOI.US) Once Rose More Than 11%

Some optoelectronic communication stocks in the U.S. market surged at the opening, with Applied Optoelectronics once rising more than 11%.

Zhitong FinanceMay 12 22:18

U.S. Stock Movement | Storage Concept Stocks Generally Decline, SanDisk (SNDK.US) Drops More Than 4%

On Tuesday, storage-related concept stocks generally declined, with SanDisk (SNDK.US) falling more than 4%.

Zhitong FinanceMay 12 21:37

The three major U.S. stock indices opened lower, with the Philadelphia Semiconductor Index falling nearly 3%, and semiconductor stocks experiencing a collective pullback.

Gelonghui, May 12 | U.S. inflation accelerated in April, with the CPI increasing by 3.8% year-on-year, marking the fastest growth in nearly three years. All three major U.S. stock indexes opened lower, with the Nasdaq falling 0.72%, the S&P 500 dropping 0.35%, and the Dow Jones Industrial Average declining 0.09%. The Philadelphia Semiconductor Index fell nearly 3% at the market open. SanDisk plummeted over 5%, while Intel and Qualcomm both dropped more than 4%. Micron Technology fell over 3%, and AMD and Arm declined more than 1%. A "Big Short" warning indicated that the current market situation resembles the peak before the burst of the Internet bubble. Sea surged over 10% after its Q1 revenue exceeded expectations, with all core business segments achieving growth. JD.com rose.

Gelonghui FinanceMay 12 21:33

Micron, SanDisk Lead AI Memory Rally — Now A 2X ETF Wants In

BenzingaMay 12 20:58

Stock Futures Slide as Doubts Grow Over U.S.-Iran Ceasefire Ahead of Inflation Data

Seeking AlphaMay 12 16:35