AISeeking Alpha4 days ago
Sandisk: Market Has Completely Misread The AI NAND Supercycle
1 min read
Sandisk reports a $42 billion revenue potential obligation from AI-driven NAND demand, covering over one-third of projected FY 2027 bit demand. Its five NBMs secure this through multi-year supply deals with Nvidia RTX Spark and partners including Kioxia and Nanya. The AI NAND supercycle remains strong despite recent market volatility and selloffs.
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