# Sandisk Selloff Reflects AI Spending Concerns

> Sandisk's 30% value drop signals AI infrastructure spending worries as TSMC and ASML show strong earnings.
- Title: Sandisk Selloff Reflects AI Spending Concerns · Seekingalpha
- Summary: Sandisk's 30% value drop signals AI infrastructure spending worries as TSMC and ASML show strong earnings. Sandisk dropped 30% in value due to AI…
- Keywords: sandisk, tsmc, asml, ai infrastructure, nand storage, selloff, money, business, Reflects, Spending, Concerns, Seekingalpha
- Source: Seekingalpha — https://seekingalpha.com/article/4955206-sandisk-tsmc-just-fired-a-94-billion-warning-shot
- Author: Summit Research
- Published: 2026-10-19T14:41:04+00:00
- Read time: 1 min
- Topics: sandisk, tsmc, asml, ai infrastructure, nand storage, selloff, money, business
## Sandisk Value Drop
Sandisk Corporation has lost close to 30% of its value over the past month as the broader market selloff intensified in recent weeks.
## TSMC and ASML Earnings Strength
TSMC's and ASML's latest earnings outperformance and forward projections reinforce resilient AI demand, supporting accelerating inference-driven NAND storage requirements favorable to SNDK.
## BiCS Technology Advantage
Sandisk's advancing BiCS technology roadmap strengthens its ability to capitalize on intensifying storage density, performance, and power efficiency requirements of scaling high-volume agentic inference.
## Key takeaway

Sandisk dropped 30% in value due to AI infrastructure spending concerns despite TSMC and ASML's strong earnings.