NasdaqGS:SNDKTech
Sandisk Recasts Itself As AI Data Center NAND Growth Story
Sandisk, now trading independently as NasdaqGS:SNDK after its spin-off from Western Digital, is seeing strong demand for its NAND memory tied to AI-focused data center buildouts.
The company is expanding its relationships with major hyperscalers for enterprise SSD supply, while sector-wide NAND shortages highlight the importance of its technology and capacity.
These shifts are supporting material changes in revenue mix, margins, and market share that have not yet been covered in our prior...