Micron vs. SanDisk: China's DRAM Scare Hit Both Stocks, but 1 Is the Better Buy
Published . Updated .
This report is about China.
Directly affected
Indirectly affected
- FXI iShares China Large-Cap ETF-5.0% 30d
iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”).
- BABA Alibaba Group Holding-8.2% 17d
Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.
- NTES NetEase
NetEase (prepackaged software) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.
- JD JD.com-0.7% 8d
JD.com (retail stores) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.
- BIDU Baidu-12.8% 30d
Baidu (computer programming, data processing, etc.) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MU | +2.15% | +11.12% | base | after close | after close | after close | after close |
| SNDK | +8.99% | +21.89% | base | after close | after close | after close | after close |
| FXINo price data for this ticker | — | — | — | — | — | — | — |
| BABANo price data for this ticker | — | — | — | — | — | — | — |
| NTESNo price data for this ticker | — | — | — | — | — | — | — |
| JDNo price data for this ticker | — | — | — | — | — | — | — |
| BIDUNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Micron vs. SanDisk: China's DRAM Scare Hit Both Stocks, but 1 Is the Better Buy Barchart.com
Source: Barchart.com
How far Ishares China Large-Cap Etf (FXI) has moved since 2 Nov 2026
| Company | When | Move | Status |
|---|---|---|---|
| MU | three days earlier | +11.12% | final price |
| MU | five days earlier | +2.15% | final price |
| SNDK | three days earlier | +21.89% | final price |
| SNDK | five days earlier | +8.99% | final price |
Trades by members of Congress and officials in the stocks in this story
- Sen. John Boozman sold Micron Technology (MU) (jointly held), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 21 Oct 2026. View the filing.
- Sen. John Boozman sold Micron Technology (MU) (jointly held), worth $1,001 - $15,000 on 9 Sep 2026. That is 54 days before publication. Filed 21 Oct 2026. View the filing.
- Donald J Trump, an executive branch official, sold Micron Technology (MU), worth $250,001 - $500,000 on 21 Aug 2026. That is 73 days before publication. Filed 8 Oct 2026. View the filing.
- Sen. Cory A Booker sold JD.com (JD) (held by a spouse), worth $1,001 - $15,000 on 11 Aug 2026. That is 83 days before publication. Filed 9 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Ishares China Large-Cap Etf (FXI)
Companies mentioned with this story
- FXI Ishares China Large-Cap Etf
For “Micron vs. SanDisk: China's DRAM Scare Hit Both Stocks, but 1 Is the Better Buy,” Ishares China Large-Cap Etf (FXI) is linked, with no stored direction, medium confidence. Reason on file: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
- BABA Alibaba Group Holding
In “Micron vs. SanDisk: China's DRAM Scare Hit Both Stocks, but 1 Is the Better Buy,” Alibaba Group Holding (BABA) is linked, with no stored direction, medium confidence. Reason on file: Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares
- NTES NetEase
NetEase (NTES) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Micron vs. SanDisk: China's DRAM Scare Hit Both Stocks, but 1 Is the Better Buy.” Reason on file: NetEase (prepackaged software) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares
- JD JD.com
JD.com (JD) is linked, with no stored direction, medium confidence in the 2 Nov 2026 story “Micron vs. SanDisk: China's DRAM Scare Hit Both Stocks, but 1 Is the Better Buy.” Reason on file: JD.com (retail stores) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares
- BIDU Baidu
In “Micron vs. SanDisk: China's DRAM Scare Hit Both Stocks, but 1 Is the Better Buy,” Baidu (BIDU) is linked, with no stored direction, medium confidence. Reason on file: Baidu (computer programming, data processing, etc.) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares
Ishares China Large-Cap Etf (FXI)
“Micron vs. SanDisk: China's DRAM Scare Hit Both Stocks, but 1 Is the Better Buy” (2 Nov 2026) reaches Ishares China Large-Cap Etf (FXI) through this story.
What ties Ishares China Large-Cap Etf (FXI) to the headline is this: iShares China Large-Cap ETF holds stocks listed in China, which this story is about (“china”)
A second company, Alibaba Group Holding (BABA), is listed for a different reason: Alibaba Group Holding (business services) is one of the largest China-based companies traded in the US, so news about China (“china”) reaches its shares
Price levels for Ishares China Large-Cap Etf (FXI)
BABA traded between 99.59 and 120.30 across 12 sessions. The latest close on file is 100.27. FXI traded between 32.14 and 34.36 across 20 sessions. The latest close on file is 33.13.
A simple score for Ishares China Large-Cap Etf (FXI)
40 out of 100
“Micron vs. SanDisk: China's DRAM Scare Hit Both Stocks, but 1 Is the Better Buy” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.