SanDisk Stock Drops Friday Afternoon: What's Driving the Action?

Shares of SanDisk Corp . (NASDAQ: SNDK ) are trading lower Friday afternoon as sector-wide software efficiency concerns weigh on storage and memory equities . SanDisk stock is among today’s weakest performers.

The selling pressure across storage and semiconductor makers stems from the release of DeepSeek’s V4.1 Flash model, which demonstrated dramatic hardware efficiency gains over prior generations. The updated architecture requires just one-quarter of the High Bandwidth Memory capacity of the Flash V4 model and only one-eighth of the solid-state drive storage. The steep reduction in hardware requirements sparked investor concerns that if rival AI developers and global large language model providers adopt ...