TradingKey – Micron Technology (MU) and SanDisk (SNDK) both benefit from AI data center expansion, but have different business structures. Micron covers HBM, DRAM, and NAND, enabling it to simultaneously supply products for AI accelerators, server main memory, and data center storage; SanDisk primarily focuses on NAND flash memory and related storage products, covering enterprise SSDs, client SSDs, and consumer storage devices.

Compared to Micron, SanDisk’s product structure is more concentrated on NAND, making its performance more sensitive to flash memory prices, product mix, and demand for data center and client storage.