On September 11, SanDisk Corp. fell 3.08% in regular trading, trading near $1,646.65/share, with turnover of approximately $4.496 billion, extending the prior session's decline.

On the news front, Kioxia's CEO publicly stated that NAND prices have already risen enough, directly dampening expectations for continued memory chip price increases. This bearish signal clashed with Goldman Sachs' bullish stance on the storage sector, creating a tug-of-war between bulls and bears. SanDisk management, speaking at the Goldman Sachs Tech Conference, maintained that NAND supply growth will remain constrained for the foreseeable future and that AI inference demand continues to expand, supporting a structurally tight supply-demand backdrop.

However, SanDisk's year-to-date gain of over 400% — having touched a high of $2,350 in late June — has generated significant profit-taking pressure that has weighed on shares for approximately one month. Although Arete Research recently raised its price target to $3,000 and Mizuho forecasts a fivefold EPS increase through fiscal 2028, the near-term combination of NAND price-topping expectations and persistent selling from profit-locked positions continues to cap upside.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)