Sandisk Can Keep On Rising Even If NAND Prices Cool
Sandisk is experiencing significant growth in its data center storage revenue, driven by increased demand from AI applications. The company is also extending its joint venture with Kioxia Holdings to secure DRAM supply and enhance production efficiency. Despite potential cooling in NAND prices, Sandisk's strategic moves position it well for continued success.
- ▪Sandisk's data center storage revenue is surging due to AI-driven demand.
- ▪The company is extending its joint venture with Kioxia Holdings to secure DRAM supply.
- ▪Sandisk is boosting its fabrication output through improved R&D efficiency.
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