Group 1 - SanDisk's stock price fell over 5% and closed down 3.42%, with a market capitalization of $94.986 billion, following a report from short-seller Citron claiming the current boom in the storage chip market is a "supply illusion" [1] - The company specializes in NAND flash memory technology, offering a wide range of data storage devices and solutions, including solid-state drives, embedded products, storage cards, USB drives, and wafers, serving a diverse customer base from consumers to large enterprises and public clouds [2] - In Q2 of fiscal year 2026, SanDisk reported a profit of $803 million, a significant increase from $104 million in the same period last year, with quarterly revenue rising from $1.88 billion to $3.03 billion, and adjusted earnings per share reaching $6.20, far exceeding analysts' expectations of $3.62 [3] Group 2 - AMD's stock rose over 8% and closed up 6.6%, with a market capitalization of $341.7 billion, following a multi-year partnership announcement with Meta to deploy up to 6 gigawatts of AMD GPUs for AI data centers [4] - Meta plans to invest up to $135 billion in capital expenditures by 2026 to enhance its AI infrastructure, including the construction of 30 data centers, 26 of which will be located in the U.S., driven by substantial computing power demands [4] - Meta has a history of collaborating with both AMD and NVIDIA, and is also developing its own processors, indicating a strategic approach to diversify its computing supply chain [4]
美国存储芯片巨头 股价大跳水！拿下超级大单 AMD股价大涨