Sandisk leans on multiyear supply deals as it bets on AIdriven NAND supercycle

Image for article Sandisk leans on multiyear supply deals as it bets on AIdriven NAND supercycle
News Source : Digitimes

News Summary

  • Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share.
  • Still, the bigger story for investors is how much of the company's future business is now locked into long-term contracts, according to Sandisk's fourth-quarter earnings report.
  • The company's NAND business is expected to grow at a double-digit rate over the next few years.
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