{"id":78404,"date":"2026-05-07T09:10:05","date_gmt":"2026-05-07T02:10:05","guid":{"rendered":"https:\/\/hbbgroup.net\/sandisk-is-mooning-like-a-meme-coin-heres-why\/"},"modified":"2026-05-07T10:27:23","modified_gmt":"2026-05-07T03:27:23","slug":"sandisk-is-mooning-like-a-meme-coin-heres-why","status":"publish","type":"post","link":"https:\/\/hbbgroup.net\/vi\/sandisk-is-mooning-like-a-meme-coin-heres-why\/","title":{"rendered":"SanDisk \u0111ang \u201cbay\u201d nh\u01b0 m\u1ed9t memecoin. \u0110\u00e2y l\u00e0 l\u00fd do v\u00ec sao."},"content":{"rendered":"<div>\n<h2>T\u00f3m t\u1eaft nhanh<\/h2>\n<ul>\n<li>C\u1ed5 phi\u1ebfu <a href=\"https:\/\/www.sandisk.com\/?utm_source=chatgpt.com\">SanDisk<\/a> \u0111\u00e3 t\u0103ng 3.314% trong m\u1ed9t n\u0103m qua, t\u1eeb 32,11 USD l\u00ean h\u01a1n 1.096 USD, nh\u1edd t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t NAND flash to\u00e0n c\u1ea7u v\u00e0 l\u00e0n s\u00f3ng chi ti\u00eau m\u1ea1nh tay cho h\u1ea1 t\u1ea7ng AI.<\/li>\n<li>Theo b\u00e1o c\u00e1o l\u1ee3i nhu\u1eadn c\u1ee7a Sandisk, doanh thu qu\u00fd 3 n\u0103m t\u00e0i ch\u00ednh 2026 \u0111\u1ea1t 5,95 t\u1ef7 USD \u2014 t\u0103ng 251% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc \u2014 trong khi bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p t\u0103ng t\u1eeb 22,5% l\u00ean 78,4% ch\u1ec9 trong m\u1ed9t n\u0103m.<\/li>\n<li>Gi\u00e1 NAND flash \u0111\u00e3 t\u0103ng 60% trong qu\u00fd 1\/2026 v\u00e0 \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd ti\u1ebfp t\u1ee5c t\u0103ng th\u00eam 70\u201375% trong qu\u00fd 2, v\u1edbi ngu\u1ed3n cung d\u1ef1 ki\u1ebfn v\u1eabn thi\u1ebfu h\u1ee5t cho \u0111\u1ebfn n\u0103m 2028.<\/li>\n<\/ul>\n<p>B\u1ea1n bi\u1ebft m\u1ed9t c\u1ed5 phi\u1ebfu \u0111ang th\u1eadt s\u1ef1 \u201cb\u00f9ng n\u1ed5\u201d khi n\u00f3 b\u1eaft \u0111\u1ea7u v\u01b0\u1ee3t m\u1eb7t c\u1ea3 Bitcoin v\u1ec1 hi\u1ec7u su\u1ea5t t\u0103ng tr\u01b0\u1edfng theo n\u0103m.<\/p>\n<p>Sandisk, giao d\u1ecbch c\u00f4ng khai v\u1edbi m\u00e3 SNDK, \u0111\u00e3 t\u0103ng t\u1eeb 32,11 USD l\u00ean h\u01a1n 1.096 USD trong v\u00f2ng m\u1ed9t n\u0103m qua \u2014 t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c t\u0103ng 3.314%. V\u00e0 \u0111\u00f3 kh\u00f4ng ph\u1ea3i l\u1ed7i \u0111\u00e1nh m\u00e1y. C\u00f4ng ty t\u1eebng n\u1ed5i ti\u1ebfng v\u1edbi nh\u1eefng chi\u1ebfc USB quen thu\u1ed9c gi\u1edd \u0111\u00e2y \u0111\u00e3 tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng c\u00e2u chuy\u1ec7n t\u0103ng tr\u01b0\u1edfng m\u1ea1nh nh\u1ea5t l\u1ecbch s\u1eed ng\u00e0nh b\u00e1n d\u1eabn.<\/p>\n<p>Ri\u00eang trong n\u0103m 2026, c\u1ed5 phi\u1ebfu n\u00e0y \u0111\u00e3 t\u0103ng g\u1ea7n 500%.<\/p>\n<\/div>\n<div>\n<figure><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/img.decrypt.co\/insecure\/rs:fit:3840:0:0:0\/plain\/https:\/\/cdn.decrypt.co\/wp-content\/uploads\/2026\/05\/SNDK_2026-05-06_13-55-31.png@webp\" alt=\"\" width=\"2854\" height=\"1662\" data-nimg=\"1\" \/><\/figure>\n<\/div>\n<p>V\u1eady \u0111i\u1ec1u g\u00ec \u0111\u00e3 x\u1ea3y ra? C\u00f3 ba y\u1ebfu t\u1ed1 c\u00f9ng l\u00fac \u0111\u1ee9ng v\u1ec1 ph\u00eda <a href=\"https:\/\/www.sandisk.com\/?utm_source=chatgpt.com\">SanDisk<\/a>, v\u00e0 khi k\u1ebft h\u1ee3p l\u1ea1i, ch\u00fang \u0111\u00e3 bi\u1ebfn m\u1ed9t c\u00f4ng ty l\u01b0u tr\u1eef d\u1eef li\u1ec7u th\u00e0nh m\u1ed9t \u201cc\u1ed5 phi\u1ebfu h\u1ea1 t\u1ea7ng AI\u201d.<\/p>\n<p>Th\u01b0\u01a1ng v\u1ee5 spin-off m\u00e0 th\u1ecb tr\u01b0\u1eddng ch\u01b0a \u0111\u1ecbnh gi\u00e1 \u0111\u00fang<\/p>\n<p>Sandisk \u0111\u00e3 d\u00e0nh g\u1ea7n m\u1ed9t th\u1eadp k\u1ef7 \u201c\u1ea9n m\u00ecnh\u201d b\u00ean trong <a href=\"https:\/\/www.westerndigital.com\/?utm_source=chatgpt.com\">Western Digital<\/a>. Western Digital ho\u00e0n t\u1ea5t th\u01b0\u01a1ng v\u1ee5 mua l\u1ea1i Sandisk tr\u1ecb gi\u00e1 19 t\u1ef7 USD v\u00e0o th\u00e1ng 5\/2016 v\u1edbi m\u1ee5c ti\u00eau x\u00e2y d\u1ef1ng m\u1ed9t g\u00e3 kh\u1ed5ng l\u1ed3 l\u01b0u tr\u1eef k\u1ebft h\u1ee3p c\u1ea3 \u1ed5 c\u1ee9ng HDD v\u00e0 b\u1ed9 nh\u1edb NAND flash. Tuy nhi\u00ean, hai m\u1ea3ng kinh doanh n\u00e0y li\u00ean t\u1ee5c c\u1ea1nh tranh ngu\u1ed3n v\u1ed1n v\u1edbi nhau trong nhi\u1ec1u n\u0103m. Cu\u1ed1i c\u00f9ng, c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 ho\u1ea1t \u0111\u1ed9ng t\u00edch c\u1ef1c, d\u1eabn \u0111\u1ea7u b\u1edfi <a href=\"https:\/\/www.elliottmgmt.com\/?utm_source=chatgpt.com\">Elliott Management<\/a>, \u0111\u00e3 m\u1ea5t ki\u00ean nh\u1eabn. H\u1ed9i \u0111\u1ed3ng qu\u1ea3n tr\u1ecb c\u0169ng \u0111\u1ed3ng \u00fd.<\/p>\n<p>Ng\u00e0y 24\/2\/2025, Sandisk ho\u00e0n t\u1ea5t vi\u1ec7c t\u00e1ch kh\u1ecfi Western Digital theo h\u00ecnh th\u1ee9c mi\u1ec5n thu\u1ebf v\u00e0 ni\u00eam y\u1ebft tr\u1edf l\u1ea1i tr\u00ean Nasdaq v\u1edbi m\u00e3 giao d\u1ecbch ri\u00eang. C\u00e1c c\u1ed5 \u0111\u00f4ng c\u1ee7a Western Digital nh\u1eadn \u0111\u01b0\u1ee3c m\u1ed9t c\u1ed5 phi\u1ebfu SNDK cho m\u1ed7i ba c\u1ed5 phi\u1ebfu Western Digital n\u1eafm gi\u1eef. Th\u01b0\u01a1ng v\u1ee5 spin-off n\u00e0y gi\u00fap Sandisk ho\u1ea1t \u0111\u1ed9ng nh\u01b0 m\u1ed9t c\u00f4ng ty NAND flash \u201cpure-play\u201d \u2014 kh\u00f4ng c\u00f2n b\u1ecb k\u00e9o xu\u1ed1ng b\u1edfi m\u1ea3ng \u1ed5 c\u1ee9ng v\u00e0 c\u0169ng kh\u00f4ng c\u00f2n ch\u1ecbu m\u1ee9c chi\u1ebft kh\u1ea5u ki\u1ec3u t\u1eadp \u0111o\u00e0n \u0111a ng\u00e0nh.<\/p>\n<p>Th\u1eddi \u0111i\u1ec3m g\u1ea7n nh\u01b0 ho\u00e0n h\u1ea3o \u0111\u1ebfn kh\u00f3 tin. Sandisk quay l\u1ea1i s\u00e0n \u0111\u00fang l\u00fac ng\u00e0nh NAND v\u1eeba tho\u00e1t kh\u1ecfi m\u1ed9t trong nh\u1eefng chu k\u1ef3 suy gi\u1ea3m t\u1ed3i t\u1ec7 nh\u1ea5t l\u1ecbch s\u1eed \u2014 giai \u0111o\u1ea1n m\u00e0 t\u00ecnh tr\u1ea1ng d\u01b0 cung khi\u1ebfn gi\u00e1 NAND lao d\u1ed1c t\u1edbi 60% v\u00e0 \u0111\u1ea9y m\u1ecdi nh\u00e0 s\u1ea3n xu\u1ea5t l\u1edbn v\u00e0o thua l\u1ed7. T\u1eeb \u0111i\u1ec3m \u0111\u00f3, h\u01b0\u1edbng \u0111i duy nh\u1ea5t ch\u1ec9 c\u00f3 th\u1ec3 l\u00e0 \u0111i l\u00ean.<\/p>\n<p>AI \u0111ang \u201c\u0111\u00f3i\u201d, v\u00e0 NAND ch\u00ednh l\u00e0 th\u1ee9c \u0103n<\/p>\n<p>Vi\u1ec7c hu\u1ea5n luy\u1ec7n v\u00e0 v\u1eadn h\u00e0nh c\u00e1c m\u00f4 h\u00ecnh AI kh\u00f4ng ch\u1ec9 c\u1ea7n s\u1ee9c m\u1ea1nh t\u00ednh to\u00e1n. N\u00f3 c\u00f2n c\u1ea7n l\u01b0u tr\u1eef d\u1eef li\u1ec7u \u2014 r\u1ea5t nhi\u1ec1u l\u01b0u tr\u1eef d\u1eef li\u1ec7u. V\u00e0 l\u00e0n s\u00f3ng x\u00e2y d\u1ef1ng h\u1ea1 t\u1ea7ng AI \u2014 th\u1ee9 m\u00e0 CEO c\u1ee7a <a href=\"https:\/\/www.nvidia.com\/?utm_source=chatgpt.com\">Nvidia<\/a>, Jensen Huang, g\u1ecdi l\u00e0 \u201c\u0111\u1ee3t x\u00e2y d\u1ef1ng h\u1ea1 t\u1ea7ng l\u1edbn nh\u1ea5t l\u1ecbch s\u1eed lo\u00e0i ng\u01b0\u1eddi\u201d \u2014 \u0111ang ti\u00eau th\u1ee5 NAND flash v\u1edbi t\u1ed1c \u0111\u1ed9 m\u00e0 th\u1ecb tr\u01b0\u1eddng ch\u01b0a t\u1eebng l\u01b0\u1eddng tr\u01b0\u1edbc.<\/p>\n<p>AI on-device tr\u00ean smartphone v\u00e0 PC \u0111\u00f2i h\u1ecfi dung l\u01b0\u1ee3ng l\u01b0u tr\u1eef n\u1ed9i b\u1ed9 ng\u00e0y c\u00e0ng l\u1edbn. Khi thi\u1ebft b\u1ecb tr\u1edf n\u00ean m\u1ea1nh h\u01a1n, nh\u1eefng n\u1ed9i dung m\u00e0 ch\u00fang t\u1ea1o ra c\u0169ng chi\u1ebfm nhi\u1ec1u b\u1ed9 nh\u1edb h\u01a1n: \u1ea3nh \u0111\u1ed9 ph\u00e2n gi\u1ea3i cao h\u01a1n, m\u00f4 h\u00ecnh AI l\u1edbn h\u01a1n, c\u00e1c n\u1ed9i dung AI c\u00f3 \u0111\u1ed9 ph\u00e2n gi\u1ea3i cao h\u01a1n, b\u00e0i h\u00e1t ch\u1ea5t l\u01b0\u1ee3ng cao, video 4K th\u1eadm ch\u00ed 8K\u2026<\/p>\n<p>C\u00f4ng ty nghi\u00ean c\u1ee9u th\u1ecb tr\u01b0\u1eddng <a href=\"https:\/\/www.trendforce.com\/?utm_source=chatgpt.com\">TrendForce<\/a> d\u1ef1 b\u00e1o c\u1ea5u h\u00ecnh Android 128GB s\u1ebd bi\u1ebfn m\u1ea5t v\u00e0o cu\u1ed1i n\u0103m 2026 khi smartphone c\u1ea7n nhi\u1ec1u dung l\u01b0\u1ee3ng h\u01a1n cho x\u1eed l\u00fd AI c\u1ee5c b\u1ed9. C\u00fa s\u1ed1c nhu c\u1ea7u \u0111\u1ebfn t\u1eeb m\u1ecdi h\u01b0\u1edbng c\u00f9ng l\u00fac.<\/p>\n<p>Trong khi \u0111\u00f3, ph\u00eda cung l\u1ea1i kh\u00f4ng theo k\u1ecbp. Gi\u00e1 NAND t\u0103ng 60% trong qu\u00fd 1\/2026 v\u00e0 theo d\u1ef1 b\u00e1o t\u1eeb <a href=\"https:\/\/www.gartner.com\/?utm_source=chatgpt.com\">Gartner<\/a> \u0111\u01b0\u1ee3c <a href=\"https:\/\/www.fool.com\/?utm_source=chatgpt.com\">Motley Fool<\/a> tr\u00edch d\u1eabn, gi\u00e1 c\u00f3 th\u1ec3 k\u1ebft th\u00fac n\u0103m 2026 v\u1edbi m\u1ee9c t\u0103ng t\u1ed5ng c\u1ed9ng 234%. Ngu\u1ed3n cung \u0111\u01b0\u1ee3c d\u1ef1 b\u00e1o s\u1ebd ti\u1ebfp t\u1ee5c khan hi\u1ebfm cho \u0111\u1ebfn n\u0103m 2028.<\/p>\n<p>AI \u0111ang g\u00e2y ra t\u00ecnh tr\u1ea1ng thi\u1ebfu h\u1ee5t chip \u1edf quy m\u00f4 t\u01b0\u01a1ng \u0111\u01b0\u01a1ng nh\u1eefng g\u00ec c\u00e1c c\u00f4ng ty \u0111\u00e0o Bitcoin t\u1eebng t\u1ea1o ra v\u00e0i n\u0103m tr\u01b0\u1edbc \u2014 v\u00e0 c\u00f3 th\u1ec3 c\u00f2n l\u1edbn h\u01a1n.<\/p>\n<p>Sandisk, v\u1edbi t\u01b0 c\u00e1ch l\u00e0 m\u1ed9t trong s\u1ed1 \u00edt c\u00f4ng ty v\u1eadn h\u00e0nh quy m\u00f4 l\u1edbn trong ng\u00e0nh NAND \u2014 bao g\u1ed3m li\u00ean doanh v\u1edbi <a href=\"https:\/\/www.kioxia.com\/?utm_source=chatgpt.com\">Kioxia<\/a> t\u1ea1i Nh\u1eadt B\u1ea3n \u2014 \u0111ang \u0111\u1ee9ng ngay t\u00e2m \u0111i\u1ec3m c\u1ee7a l\u00e0n s\u00f3ng t\u0103ng gi\u00e1 n\u00e0y. Theo h\u1ed3 s\u01a1 g\u1eedi SEC c\u1ee7a Sandisk, bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p c\u1ee7a c\u00f4ng ty \u0111\u00e3 t\u0103ng t\u1eeb 22,5% l\u00ean 78,4% ch\u1ec9 trong m\u1ed9t n\u0103m. M\u1ed9t m\u1ee9c m\u1edf r\u1ed9ng bi\u00ean l\u1ee3i nhu\u1eadn nh\u01b0 v\u1eady trong ng\u00e0nh ph\u1ea7n c\u1ee9ng h\u00e0ng h\u00f3a g\u1ea7n nh\u01b0 ch\u01b0a t\u1eebng c\u00f3 ti\u1ec1n l\u1ec7.<\/p>\n<p>Nh\u1eefng con s\u1ed1 l\u00e0 \u0111i\u1ec1u \u201ckh\u00f4ng b\u00ecnh th\u01b0\u1eddng\u201d<\/p>\n<p>K\u1ebft qu\u1ea3 t\u00e0i ch\u00ednh qu\u00fd 3 n\u0103m t\u00e0i ch\u00ednh 2026 c\u1ee7a <a href=\"https:\/\/www.sandisk.com\/?utm_source=chatgpt.com\">SanDisk<\/a>, theo b\u00e1o c\u00e1o l\u1ee3i nhu\u1eadn c\u00f4ng b\u1ed1 ng\u00e0y 30\/4, l\u00e0 ki\u1ec3u b\u00e1o c\u00e1o c\u00f3 th\u1ec3 khi\u1ebfn c\u00e1c nh\u00e0 ph\u00e2n t\u00edch ph\u1ea3i vi\u1ebft l\u1ea1i to\u00e0n b\u1ed9 m\u00f4 h\u00ecnh \u0111\u1ecbnh gi\u00e1 c\u1ee7a h\u1ecd. Doanh thu \u0111\u1ea1t 5,95 t\u1ef7 USD, \u201ct\u0103ng 97% theo qu\u00fd v\u00e0 v\u01b0\u1ee3t m\u1ee9c h\u01b0\u1edbng d\u1eabn,\u201d theo c\u00e1ch Sandisk m\u00f4 t\u1ea3. Doanh thu trung t\u00e2m d\u1eef li\u1ec7u \u0111\u1ea1t 1,47 t\u1ef7 USD, t\u0103ng 645% so v\u1edbi c\u00f9ng k\u1ef3 n\u0103m tr\u01b0\u1edbc. EPS non-GAAP \u0111\u1ea1t 23,41 USD, v\u01b0\u1ee3t xa m\u1ee9c \u0111\u1ed3ng thu\u1eadn 14,66 USD theo d\u1eef li\u1ec7u t\u1eeb <a href=\"https:\/\/www.investing.com\/?utm_source=chatgpt.com\">Investing.com<\/a>.<\/p>\n<p>CEO David Goeckeler g\u1ecdi k\u1ebft qu\u1ea3 n\u00e0y l\u00e0 \u201cm\u1ed9t \u0111i\u1ec3m b\u1ebb l\u00e1i mang t\u00ednh n\u1ec1n t\u1ea3ng \u0111\u1ed1i v\u1edbi Sandisk.\u201d<\/p>\n<p>H\u01b0\u1edbng d\u1eabn qu\u00fd 4 \u0111\u01b0\u1ee3c \u0111\u01b0a ra trong kho\u1ea3ng 7,75\u20138,25 t\u1ef7 USD doanh thu v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p non-GAAP \u0111\u1ea1t 79\u201381%, theo c\u00f9ng b\u00e1o c\u00e1o. \u0110\u00e2y l\u00e0 m\u1ee9c doanh thu trong m\u1ed9t qu\u00fd c\u00f2n cao h\u01a1n doanh thu c\u1ea3 n\u0103m c\u1ee7a nhi\u1ec1u c\u00f4ng ty b\u00e1n d\u1eabn kh\u00e1c.<\/p>\n<p>V\u00e0 d\u01b0\u1eddng nh\u01b0 m\u1ecdi th\u1ee9 \u0111\u1ec1u \u0111ang \u0111\u1ee9ng v\u1ec1 ph\u00eda Sandisk.<\/p>\n<p>C\u00f4ng ty \u0111\u00e3 thanh to\u00e1n 650 tri\u1ec7u USD n\u1ee3 d\u00e0i h\u1ea1n trong qu\u00fd tr\u01b0\u1edbc, \u0111\u01b0a t\u1ed5ng n\u1ee3 d\u00e0i h\u1ea1n v\u1ec1 0, \u0111\u1ed3ng th\u1eddi tri\u1ec3n khai ch\u01b0\u01a1ng tr\u00ecnh mua l\u1ea1i c\u1ed5 phi\u1ebfu, theo <a href=\"https:\/\/247wallst.com\/?utm_source=chatgpt.com\">24\/7 Wall St.<\/a>. Sau \u0111\u00f3, c\u00f4ng ty c\u00f2n \u0111\u01b0\u1ee3c th\u00eam v\u00e0o ch\u1ec9 s\u1ed1 Nasdaq-100 trong th\u00e1ng 4 \u0111\u1ec3 thay th\u1ebf <a href=\"https:\/\/www.atlassian.com\/?utm_source=chatgpt.com\">Atlassian<\/a>, bu\u1ed9c c\u00e1c qu\u1ef9 ETF th\u1ee5 \u0111\u1ed9ng ph\u1ea3i mua v\u00e0o c\u1ed5 phi\u1ebfu SNDK trong b\u1ed1i c\u1ea3nh bi\u1ec3u \u0111\u1ed3 gi\u00e1 v\u1ed1n \u0111\u00e3 t\u0103ng d\u1ef1ng \u0111\u1ee9ng.<\/p>\n<p>Sandisk c\u0169ng \u0111ang k\u00fd k\u1ebft c\u00e1c h\u1ee3p \u0111\u1ed3ng cung \u1ee9ng \u0111a n\u0103m l\u1edbn v\u1edbi nh\u1eefng \u0111\u1ed1i t\u00e1c m\u00e0 c\u00f4ng ty g\u1ecdi l\u00e0 \u201ckh\u00e1ch h\u00e0ng gi\u00e1 tr\u1ecb cao h\u01a1n.\u201d<\/p>\n<p>Trong ng\u00f4n ng\u1eef c\u1ee7a c\u00e1c cu\u1ed9c h\u1ecdp l\u1ee3i nhu\u1eadn, \u0111i\u1ec1u \u0111\u00f3 c\u00f3 ngh\u0129a l\u00e0 c\u00e1c hyperscaler. V\u00ec v\u1eady, n\u1ebfu <a href=\"https:\/\/www.nvidia.com\/?utm_source=chatgpt.com\">Nvidia<\/a> \u0111ang l\u00e0 nh\u00e0 cung c\u1ea5p s\u1ee9c m\u1ea1nh t\u00ednh to\u00e1n m\u1eb7c \u0111\u1ecbnh cho ng\u00e0nh AI, th\u00ec Sandisk mu\u1ed1n tr\u1edf th\u00e0nh nh\u00e0 cung c\u1ea5p l\u01b0u tr\u1eef m\u1eb7c \u0111\u1ecbnh c\u1ee7a l\u0129nh v\u1ef1c n\u00e0y. D\u00f9 nhi\u1ec7m v\u1ee5 kh\u00f4ng h\u1ec1 d\u1ec5 d\u00e0ng \u2014 b\u1edfi c\u00f4ng ngh\u1ec7 CUDA c\u1ee7a Nvidia t\u1ea1o ra l\u1ee3i th\u1ebf kh\u00f3a ch\u1eb7t c\u00e1c nh\u00e0 ph\u00e1t tri\u1ec3n trong h\u1ec7 sinh th\u00e1i c\u1ee7a h\u1ecd \u2014 nh\u01b0ng c\u0169ng kh\u00f4ng ph\u1ea3i \u0111i\u1ec1u b\u1ea5t kh\u1ea3 thi.<\/p>\n<p>R\u1ee7i ro \u0111\u00e1ng c\u00e2n nh\u1eafc<\/p>\n<p>Tuy nhi\u00ean, \u0111\u1ee3t t\u0103ng c\u1ee7a Sandisk c\u00f3 th\u1ec3 \u0111ang tr\u1edf n\u00ean qu\u00e1 n\u00f3ng. T\u1ef7 l\u1ec7 P\/E hi\u1ec7n \u1edf m\u1ee9c 41 l\u1ea7n l\u1ee3i nhu\u1eadn trailing, cao h\u01a1n \u0111\u00e1ng k\u1ec3 so v\u1edbi m\u1ee9c trung v\u1ecb 5 n\u0103m l\u00e0 15,74 l\u1ea7n. M\u1ed9t s\u1ed1 trader c\u00f3 th\u1ec3 \u0111ang b\u1eaft \u0111\u1ea7u ch\u1ed1t l\u1eddi t\u1eeb SNDK v\u00e0 chuy\u1ec3n sang c\u00e1c c\u1ed5 phi\u1ebfu kh\u00e1c \u2014 d\u1ea5u hi\u1ec7u ti\u1ec1m n\u0103ng cho th\u1ea5y \u0111\u00e0 t\u0103ng \u0111ang suy y\u1ebfu. Chu k\u1ef3 NAND tr\u01b0\u1edbc \u0111\u00e2y t\u1eebng sai l\u1ec7ch nghi\u00eam tr\u1ecdng theo c\u1ea3 hai chi\u1ec1u v\u00e0 ho\u00e0n to\u00e0n c\u00f3 th\u1ec3 \u0111\u1ea3o chi\u1ec1u n\u1ebfu ngu\u1ed3n cung t\u0103ng m\u1ea1nh ho\u1eb7c chi ti\u00eau cho AI ch\u1eadm l\u1ea1i.<\/p>\n<p>V\u1ec1 ph\u00eda m\u00ecnh, <a href=\"https:\/\/www.google.com\/?utm_source=chatgpt.com\">Google<\/a> \u0111\u00e3 cam k\u1ebft chi t\u1edbi 185 t\u1ef7 USD cho h\u1ea1 t\u1ea7ng AI ri\u00eang trong n\u0103m 2026. <a href=\"https:\/\/about.meta.com\/?utm_source=chatgpt.com\">Meta<\/a> tr\u1ef1c ti\u1ebfp cho bi\u1ebft gi\u00e1 b\u1ed9 nh\u1edb t\u0103ng l\u00e0 nguy\u00ean nh\u00e2n ch\u00ednh khi\u1ebfn c\u00f4ng ty n\u00e2ng d\u1ef1 b\u00e1o chi ti\u00eau v\u1ed1n, trong khi <a href=\"https:\/\/www.microsoft.com\/?utm_source=chatgpt.com\">Microsoft<\/a> cho bi\u1ebft kho\u1ea3ng 25 t\u1ef7 USD trong t\u1ed5ng capex 190 t\u1ef7 USD n\u0103m 2026 \u0111\u1ebfn t\u1eeb chi ph\u00ed linh ki\u1ec7n t\u0103ng cao, theo <a href=\"https:\/\/www.cnbc.com\/?utm_source=chatgpt.com\">CNBC<\/a>. C\u00e1c hyperscaler hi\u1ec7n ch\u01b0a h\u1ec1 gi\u1ea3m t\u1ed1c.<\/p>\n<p>Sandisk \u2014 \u0111\u01b0\u1ee3c h\u1eadu thu\u1eabn b\u1edfi li\u00ean doanh l\u00e2u n\u0103m v\u1edbi <a href=\"https:\/\/www.kioxia.com\/?utm_source=chatgpt.com\">Kioxia<\/a>, n\u0103m th\u1ecfa thu\u1eadn cung \u1ee9ng \u0111a n\u0103m v\u1edbi t\u1ed5ng gi\u00e1 tr\u1ecb \u0111\u1ea3m b\u1ea3o t\u00e0i ch\u00ednh h\u01a1n 11 t\u1ef7 USD v\u00e0 ki\u1ebfn tr\u00fac BiCS8 3D NAND nh\u1eafm t\u1edbi gi\u1ea3i quy\u1ebft c\u00e1c n\u00fat th\u1eaft b\u1ed9 nh\u1edb cho AI inference \u2014 hi\u1ec7n l\u00e0 m\u1ed9t trong nh\u1eefng \u201cpure-play\u201d NAND\/flash r\u00f5 r\u00e0ng nh\u1ea5t trong m\u1ea3ng b\u1ed9 nh\u1edb c\u1ee7a l\u00e0n s\u00f3ng AI.<\/p>\n<p>D\u1ef1 b\u00e1o doanh thu qu\u00fd 4 t\u1eeb 7,75 t\u1ef7 USD \u0111\u1ebfn 8,25 t\u1ef7 USD t\u01b0\u01a1ng \u0111\u01b0\u01a1ng m\u1ee9c doanh thu annualized h\u01a1n 30 t\u1ef7 USD \u2014 m\u1ed9t con s\u1ed1 \u0111\u00e1ng kinh ng\u1ea1c \u0111\u1ed1i v\u1edbi m\u1ed9t c\u00f4ng ty m\u1edbi quay l\u1ea1i giao d\u1ecbch c\u00f4ng khai kho\u1ea3ng m\u1ed9t n\u0103m tr\u01b0\u1edbc v\u1edbi m\u1ee9c gi\u00e1 ch\u1ec9 quanh 10 USD\/c\u1ed5 phi\u1ebfu.<\/p>\n<p>Tuy\u00ean b\u1ed1 mi\u1ec5n tr\u1eeb tr\u00e1ch nhi\u1ec7m<\/p>\n<p>C\u00e1c quan \u0111i\u1ec3m v\u00e0 \u00fd ki\u1ebfn \u0111\u01b0\u1ee3c t\u00e1c gi\u1ea3 \u0111\u01b0a ra ch\u1ec9 nh\u1eb1m m\u1ee5c \u0111\u00edch cung c\u1ea5p th\u00f4ng tin v\u00e0 kh\u00f4ng c\u1ea5u th\u00e0nh l\u1eddi khuy\u00ean t\u00e0i ch\u00ednh, \u0111\u1ea7u t\u01b0 hay b\u1ea5t k\u1ef3 lo\u1ea1i t\u01b0 v\u1ea5n n\u00e0o kh\u00e1c.<\/p>\n<h2>B\u1ea3n tin Daily Debrief<\/h2>\n<p>B\u1eaft \u0111\u1ea7u m\u1ed7i ng\u00e0y v\u1edbi nh\u1eefng tin t\u1ee9c n\u1ed5i b\u1eadt nh\u1ea5t hi\u1ec7n t\u1ea1i, c\u00f9ng c\u00e1c b\u00e0i vi\u1ebft chuy\u00ean s\u00e2u, podcast, video v\u00e0 nhi\u1ec1u n\u1ed9i dung kh\u00e1c.<\/p>","protected":false},"excerpt":{"rendered":"<p>T\u00f3m t\u1eaft nhanh C\u1ed5 phi\u1ebfu SanDisk \u0111\u00e3 t\u0103ng 3.314% trong m\u1ed9t n\u0103m qua, t\u1eeb 32,11 USD l\u00ean h\u01a1n 1.096 USD, [&hellip;]<\/p>","protected":false},"author":5,"featured_media":78405,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[220],"tags":[],"class_list":["post-78404","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tien-dien-tu"],"acf":[],"_links":{"self":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/78404","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/users\/5"}],"replies":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/comments?post=78404"}],"version-history":[{"count":2,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/78404\/revisions"}],"predecessor-version":[{"id":78578,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/posts\/78404\/revisions\/78578"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media\/78405"}],"wp:attachment":[{"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/media?parent=78404"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/categories?post=78404"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hbbgroup.net\/vi\/wp-json\/wp\/v2\/tags?post=78404"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}