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SanDisk on Pulse

Semiconductors

The full thread of our SanDisk coverage — a running record of every development we've tracked, with the VC take on each.

2
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Jul 28, 2026
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  1. Aug 13, 2026BIG TECHSanDisk Surges 17% on Investor Day Growth Plan→
  2. Jul 28, 2026IPOChina's CXMT Triples To $540B, Erasing Chip Rivals' Gains~$540B Market Cap→

All Coverage

BIG TECH· Aug 13, 2026

SanDisk Surges 17% on Investor Day Growth Plan

Illustration for: SanDisk Surges 17% on Investor Day Growth Plan
BIG TECH

SanDisk Surges 17% on Investor Day Growth Plan

SanDisk shares jumped nearly 17% after an investor day growth strategy presentation, extending a memory-chip rally that has the stock up more than 450% year-to-date as AI-driven demand tightens supply.

Aug 13, 2026DEEP DIVE
IPO· Jul 28, 2026

China's CXMT Triples To $540B, Erasing Chip Rivals' Gains

Illustration for: China's CXMT Triples To $540B, Erasing Chip Rivals' Gains
IPO~$540B Market Cap

China's CXMT Triples To $540B, Erasing Chip Rivals' Gains

ChangXin Memory Technologies surged more than 500% on its Shanghai STAR Market debut to roughly $540 billion, sending SanDisk down 12%, Micron down 5% and SK Hynix down 6-8% in the same session.

Jul 28, 2026
@Trace_Cohen·t@nyvp.com