SanDisk: AI Drives Exploding NAND Memory Demand – Price Increases Improve Profit Outlook!

Fab 2 is set to manufacture the latest generations of BiCS FLASH memory solutions for AI workloads. AI-NAND is expected to account for 34% of the total NAND market by 2029. HBF memory is designed to overcome the memory wall and pave the way for scalable, memory-intensive AI inference. Sample shipments are expected to begin in the second half of 2026. A price increase applied to all products and new orders on September 4 has improved profit outlooks. The expected P/E ratio for 2027 is now below 12. The memory manufacturers present a unified...