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SanDisk (SNDK) Surges 730% This Year: What’s Driving the Revaluation of the Storage Chip Sector?

SanDisk (SNDK) Surges 730% This Year: What’s Driving the Revaluation of the Storage Chip Sector?

As of June 18, Sandisk rose 4.2% in after-hours trading to $2,042, coming within reach of its all-time high of $2,167 set on June 16. This article breaks down the reasons behind the difference in gains between the two major storage companies and examines how AI-driven storage demand is reshaping the industry value chain.

Blog Team06/18/2026

AMD Up Over 130% This Year: With MI450 Set for Mass Release, Will AI Chip Corrections Alter Its Bullish Trajectory?

AMD Up Over 130% This Year: With MI450 Set for Mass Release, Will AI Chip Corrections Alter Its Bullish Trajectory?

AMD’s year-to-date gains exceed 130%, with a forward P/E ratio of 84.4. MI450 shipments will begin in Q3, with volume ramping up in Q4.

Blog Team06/18/2026

Why Is SK Hynix Stock Hitting New Highs Again? HBM4E Delivered to Key Clients, Leading the AI Memory Chip Race

Why Is SK Hynix Stock Hitting New Highs Again? HBM4E Delivered to Key Clients, Leading the AI Memory Chip Race

SK Hynix Delivers 12-Stack HBM4E Samples to Major Clients, Shares Surge 5.6% to Record High. Analyzing the Competitive Landscape of AI Memory Chips, HBM Generational Advancements, and Supply-Demand Dynamics.

Blog Team06/18/2026

AI Chip Expectations Diverge: Nvidia Surpasses Forecasts While Broadcom’s Guidance Misses, Triggering a $1.3 Trillion Market Revaluation

AI Chip Expectations Diverge: Nvidia Surpasses Forecasts While Broadcom’s Guidance Misses, Triggering a $1.3 Trillion Market Revaluation

Analyzing Expectation Management Differences and the Competitive Landscape of AI Chips, Plus a Gate Stock Trading Guide

Blog Team06/18/2026

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Nvidia Leads AI Chip Stocks Lower as Philadelphia Semiconductor Index Plunges 5.71%: What Is the Market Worried About?

Nvidia Leads AI Chip Stocks Lower as Philadelphia Semiconductor Index Plunges 5.71%: What Is the Market Worried About?

AI-related stocks faced a sharp sell-off, with Nvidia dropping 2.37%, Marvell falling more than 9.78%, and the Philadelphia Semiconductor Index plunging 5.71%.

Blog Team06/17/2026

Dow Hits New High as Nasdaq Plunges: What Does the Major Shift from Tech Stocks to Traditional Sectors Mean for US Markets?

Dow Hits New High as Nasdaq Plunges: What Does the Major Shift from Tech Stocks to Traditional Sectors Mean for US Markets?

The Dow Jones surged past 52,000 points, setting another all-time high, while the Nasdaq dropped over 1% amid a steep sell-off in chip stocks. Capital is shifting from the technology sector to traditional industries such as finance and industrials in a major rotation.

Blog Team06/17/2026

As U.S. Market Rotation Accelerates, Which Assets Are Back in Focus?

As U.S. Market Rotation Accelerates, Which Assets Are Back in Focus?

Recently, the US tech sector has seen a clear divergence. Chip stocks have experienced short-term volatility, but leading companies in AI, digital finance, and consumer technology continue to attract strong investor interest.

Blog Team06/17/2026

AI Chips vs. Software Stocks: Capital Rotation Dynamics and Allocation Framework for the Tech Sector in 2026

AI Chips vs. Software Stocks: Capital Rotation Dynamics and Allocation Framework for the Tech Sector in 2026

Capital is rapidly rotating within the US technology sector, with a clear divergence emerging between AI chip stocks and software stocks.

Blog Team06/15/2026

AI Chip Expectations Trigger Semiconductor Pullback: Supply-Demand Imbalance After Broadcom Guidance Shift

AI Chip Expectations Trigger Semiconductor Pullback: Supply-Demand Imbalance After Broadcom Guidance Shift

After the geopolitical premium fades, asset pricing will once again be anchored to the outcome of the Federal Reserve’s June FOMC meeting.

Blog Team06/15/2026