AI inference drives global NAND demand: SanDisk says customers "underestimate flash capacity needs," with long-term orders extending to 2030
During SanDisk's first quarter of fiscal year 2027 (July 4, 2026 to October 2, 2026) earnings call, company executives stated that AI inference is reshaping the supply and demand dynamics of the NAND flash market, with customers "underestimating NAND flash capacity needs".
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