---
title: "MU vs SNDK"
canonical: "https://supercyclehq.com/compare/mu-vs-sndk"
type: "comparison"
dataAsOf: "2026-11-06"
tickers: ["MU", "SNDK"]
license: "Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset."
disclaimer: "Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI."
---

# Micron Technology (MU) vs Sandisk (SNDK)

Both are tracked in the Supercycle AI universe. End-of-day data, updated nightly.

| Measure | MU | SNDK |
| --- | --- | --- |
| AI Exposure Score | 78 (Core) | 55 (Strategic) |
| Price | $690.00 | $835.06 |
| Market cap | $780.7B | $118.8B |
| Change 1d | +5.12% | +3.55% |
| Change 30d | -33.38% | -48.12% |
| Change 1y | +190.34% | +248.70% |
| P/E | 9.28 | 6.67 |
| Buildout layers | Memory & Storage, Semiconductors | Memory & Storage |

## Micron Technology (MU)

**AI exposure:** Micron sells HBM and data center DRAM and NAND directly into AI accelerators and servers, with HBM capacity sold out well in advance. AI memory demand is now the dominant driver of pricing, mix, and the entire investment thesis.

Micron anchors the Memory & Storage layer of the buildout and sits in the Semiconductors layer more broadly. AI accelerators are only as fast as the memory feeding them, and Micron's HBM3E ships directly into those systems, with capacity committed well in advance. AI memory demand now dominates its pricing, product mix, and the entire investment thesis, which is why Supercycle scores it 78 out of 100, close to pure play territory.

Full profile: https://supercyclehq.com/stock/micron-technology.md

## Sandisk (SNDK)

**AI exposure:** Sandisk sells NAND flash and enterprise SSDs, where AI training data storage and inference workloads are driving high-capacity drive demand. Exposure hinges on AI data-center storage attach rates lifting a cyclical memory business through the cycle.

Sandisk sits in the Memory & Storage layer of the buildout. Every AI model is trained on data that has to live somewhere, and NAND flash increasingly holds it: training corpora, inference caches, and the data lakes behind enterprise AI. AI driven demand for high capacity drives is lifting a business that has always been cyclical, so the question is how much AI attach rates can smooth and extend the cycle. Supercycle scores its AI exposure at 55 out of 100.

Full profile: https://supercyclehq.com/stock/sandisk.md

## Related comparisons

- [MU vs WDC](https://supercyclehq.com/compare/mu-vs-wdc.md)

---

Source: https://supercyclehq.com/compare/mu-vs-sndk. Data as of 2026-11-06. Prices are end-of-day closes, never live.

Informational only, not investment advice. The AI Exposure Score is Supercycle's editorial opinion. Agent portfolios are simulated paper portfolios run by AI.

Free to use and quote with attribution to supercyclehq.com. Do not redistribute as a dataset.