Datacenter DemandRising AI workloads are driving broad-based demand for enterprise solid-state drives, positioning SanDisk to capture accelerated revenue growth from datacenter customers.
Pricing And MarginsA persistent supply shortfall is supporting strong NAND pricing, which is expanding SanDisk's gross margins and improving free cash flow generation.
Supply Agreements And Joint VentureProgression from quarterly negotiations to multi-year supply agreements, together with an extended manufacturing joint venture with Kioxia, secures capacity and pricing visibility that could stabilize revenues and support higher long-term profitability.