After A 1,600% Stock Surge, SanDisk Is Securing Supply — By Choosing Taiwan Over America

Instead of chasing momentum, the company is locking in supply. • SanDisk stock is showing notable weakness. What’s weighing on SNDK shares?And notably, it's doing that with Taiwan-based Nanya Technology — not Micron Technology, Inc. (NASDAQ:MU) , the only major American DRAM player.The Real Bottleneck Isn't ChipsThe AI boom has already made one thing clear: compute is scarce.But the next constraint is emerging fast — memory.The exploding demand for AI infrastructure is consuming massive amounts of DRAM and ...