SanDisk Shares Extend Slide for Fourth Consecutive Session Amid Chinese Competition Fears
Yahoo Finance ·
SanDisk stock registered its fourth straight day of losses on Thursday, extending a sharp sell-off triggered earlier in the week. The downturn began on Monday following an announcement by Chinese DRAM producer CXMT, which revealed the invention of a novel 4F square technology designed to boost DRAM storage density. Markets are increasingly concerned that CXMT will aggressively target SanDisk's market share. By 9:50 a.m. Eastern Time, SanDisk shares had dropped another 8.1%, bringing the total decline for the week to 18% as investors reevaluate the competitive landscape.
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Sandisk shares plummeted for the fourth consecutive session, plunging 18% this week following the announcement of new technology by China's CXMT. The 4F square technology developed by CXMT is expected to threaten market share by increasing DRAM storage density. Investors are pricing in concerns over intensifying price competition and margin compression driven by Chinese competitors catching up technologically.
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- Semiconductors — Sandisk's stock price plummeted 18% and suffered a major blow due to concerns over intensified supply competition and market share erosion caused by Chinese CXMT's new 4F square technology announcement.
DYAX 전담 분석
The new technology announcement by Chinese DRAM manufacturer CXMT dealt a direct blow to the market monopoly of traditional memory semiconductor companies including Sandisk. As a result, Sandisk is facing oversupply and price decline pressures, leading to a steep decline in its stock price.
Future stock prices could see further declines or rebounds depending on CXMT's actual mass-production timeline and yield stability. Investors should closely monitor memory Average Selling Price (ASP) trends in upcoming quarterly earnings releases and market penetration indicators of Chinese competitors.
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