Sandisk's AI Pivot Changes The NAND Narrative
Sandisk has reported a significant revenue growth of 251% and is projecting gross margins of 81%. This shift indicates a move towards software-like economics in the semiconductor sector. The company has secured multiyear supply agreements with hyperscalers worth over $42 billion, enhancing market stability.
- ▪Sandisk achieved a revenue growth of 251%.
- ▪The company is guiding gross margins towards 81%.
- ▪Hyperscalers have signed supply agreements exceeding $42 billion.
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