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  ·01-07
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  Sandisk Replaces Nvidia as the New AI Chip Darling. Why That's a Big Risk
  $Nvidia(NVDA)$'s time in the limelight of the artificial-intelligence trade might be coming to an end. Memory-product companies are the new AI darlings but they could be a big trap for unwary...
  Sandisk Replaces Nvidia as the New AI Chip Darling. Why That's a Big Risk
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your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/519196745188176","repostId":"2601930870","repostType":2,"repost":{"id":"2601930870","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1767790447,"share":"https://ttm.financial/m/news/2601930870?lang=en_US&edition=fundamental","pubTime":"2026-01-07 20:54","market":"sh","language":"en","title":"Sandisk Replaces Nvidia as the New AI Chip Darling. Why That's a Big Risk","url":"https://stock-news.laohu8.com/highlight/detail?id=2601930870","media":"Dow Jones","summary":"$Nvidia(NVDA)$'s time in the limelight of the artificial-intelligence trade might be coming to an end. Memory-product companies are the new AI darlings but they could be a big trap for unwary...","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s time in the limelight of the artificial-intelligence trade might be coming to an end. Memory-product companies are the new AI darlings but they could be a big trap for unwary investors.</p><p>Nvidia&#39;s announcements about its new AI chips at CES, formerly known as the Consumer Electronics Show, made little impact on its stock. So what to do when the favorite &#39;picks and shovels&#39; trade -- selling the hardware to power the AI gold rush -- is exhausted? Maybe move onto the handles and blades -- for AI that means switching focus from Nvidia&#39;s chips to more specialized components. Nvidia CEO Jensen Huang&#39;s comments on the need for memory products helped Sandisk, <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> and Seagate Technology soar.</p><p>To an extent that makes sense. Nvidia&#39;s dominance is being challenged by Google, but there&#39;s no question about the need for memory. Counterpoint Research forecasts memory prices will surge 40%-50% in the current quarter, driven by demand for AI and server capacity. South Korea&#39;s <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> is expected to report Thursday that quarterly profit more than tripled from the prior year, due to its flagship memory-chip segment.</p><p>But stock moves like Sandisk&#39;s 27% gain on Tuesday suggest retail traders moving in a herd. The memory-chip market is a cyclical one, going from boom to bust on swings between shortages and oversupply, and not all companies have equally good products. Analysts at Jefferies warn bulls on Sandisk have &#34;no idea&#34; what market share Chinese competitor Yangtze Memory Technologies has as it ramps up output. Traders rushing into the sector will have to time their exit wisely to lock in gains.</p><p>In the meantime, higher memory prices will mean costly smartphones and laptops -- bad news for the likes of Apple and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies. If the squeeze does last, it could eventually even crimp the margins of AI hardware companies like Nvidia.</p><p>&#34;In a gold rush, sell shovels&#34; is generally good advice but like anything it can be taken too far. Investors might want to sit out the latest hot AI trade.</p><p>-- Adam Clark</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sandisk Replaces Nvidia as the New AI Chip Darling. Why That's a Big Risk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSandisk Replaces Nvidia as the New AI Chip Darling. Why That's a Big Risk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-01-07 20:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>&#39;s time in the limelight of the artificial-intelligence trade might be coming to an end. Memory-product companies are the new AI darlings but they could be a big trap for unwary investors.</p><p>Nvidia&#39;s announcements about its new AI chips at CES, formerly known as the Consumer Electronics Show, made little impact on its stock. So what to do when the favorite &#39;picks and shovels&#39; trade -- selling the hardware to power the AI gold rush -- is exhausted? Maybe move onto the handles and blades -- for AI that means switching focus from Nvidia&#39;s chips to more specialized components. Nvidia CEO Jensen Huang&#39;s comments on the need for memory products helped Sandisk, <a href=\"https://laohu8.com/S/WDCVV\">Western Digital</a> and Seagate Technology soar.</p><p>To an extent that makes sense. Nvidia&#39;s dominance is being challenged by Google, but there&#39;s no question about the need for memory. Counterpoint Research forecasts memory prices will surge 40%-50% in the current quarter, driven by demand for AI and server capacity. South Korea&#39;s <a href=\"https://laohu8.com/S/SSNGY\">Samsung Electronics</a> is expected to report Thursday that quarterly profit more than tripled from the prior year, due to its flagship memory-chip segment.</p><p>But stock moves like Sandisk&#39;s 27% gain on Tuesday suggest retail traders moving in a herd. The memory-chip market is a cyclical one, going from boom to bust on swings between shortages and oversupply, and not all companies have equally good products. Analysts at Jefferies warn bulls on Sandisk have &#34;no idea&#34; what market share Chinese competitor Yangtze Memory Technologies has as it ramps up output. Traders rushing into the sector will have to time their exit wisely to lock in gains.</p><p>In the meantime, higher memory prices will mean costly smartphones and laptops -- bad news for the likes of Apple and <a href=\"https://laohu8.com/S/DELL\">Dell</a> Technologies. If the squeeze does last, it could eventually even crimp the margins of AI hardware companies like Nvidia.</p><p>&#34;In a gold rush, sell shovels&#34; is generally good advice but like anything it can be taken too far. Investors might want to sit out the latest hot AI trade.</p><p>-- Adam Clark</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4201":"综合性石油与天然气企业","BK4598":"佩洛西持仓","BK4023":"应用软件","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4570":"地缘局势概念股","BK4527":"明星科技股","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4566":"资本集团","BK4587":"ChatGPT概念","BK4528":"SaaS概念","BK4169":"酿酒商与葡萄酒商","BK4592":"伊斯兰概念","BK4612":"AI芯片","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4549":"软银资本持仓","BK4614":"Manus概念股","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","SNDK":"SanDisk Corp","BK4605":"半导体精选","BK4548":"巴美列捷福持仓","BK4170":"电脑硬件、储存设备及电脑周边","BK4608":"AI应用概念股","BK4551":"寇图资本持仓"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2601930870","content_text":"Nvidia's time in the limelight of the artificial-intelligence trade might be coming to an end. Memory-product companies are the new AI darlings but they could be a big trap for unwary investors.Nvidia's announcements about its new AI chips at CES, formerly known as the Consumer Electronics Show, made little impact on its stock. So what to do when the favorite 'picks and shovels' trade -- selling the hardware to power the AI gold rush -- is exhausted? Maybe move onto the handles and blades -- for AI that means switching focus from Nvidia's chips to more specialized components. Nvidia CEO Jensen Huang's comments on the need for memory products helped Sandisk, Western Digital and Seagate Technology soar.To an extent that makes sense. Nvidia's dominance is being challenged by Google, but there's no question about the need for memory. Counterpoint Research forecasts memory prices will surge 40%-50% in the current quarter, driven by demand for AI and server capacity. South Korea's Samsung Electronics is expected to report Thursday that quarterly profit more than tripled from the prior year, due to its flagship memory-chip segment.But stock moves like Sandisk's 27% gain on Tuesday suggest retail traders moving in a herd. The memory-chip market is a cyclical one, going from boom to bust on swings between shortages and oversupply, and not all companies have equally good products. Analysts at Jefferies warn bulls on Sandisk have \"no idea\" what market share Chinese competitor Yangtze Memory Technologies has as it ramps up output. Traders rushing into the sector will have to time their exit wisely to lock in gains.In the meantime, higher memory prices will mean costly smartphones and laptops -- bad news for the likes of Apple and Dell Technologies. If the squeeze does last, it could eventually even crimp the margins of AI hardware companies like Nvidia.\"In a gold rush, sell shovels\" is generally good advice but like anything it can be taken too far. Investors might want to sit out the latest hot AI trade.-- Adam Clark","news_type":1,"symbols_score_info":{"SNDK":2}},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}