NuAxiSemiconductor trade intelligence
Sandisk sees 60–90GB of NAND per CPU in AI agent workloads
What happened
Sandisk sees demand for roughly 60 to 90 gigabytes of NAND flash per CPU in certain AI inference and agent-orchestration applications. The source attributes this to customers rethinking how they use different memory and storage technologies across their AI systems. This is Sandisk's view of demand, not an achieved result; the source does not specify a time frame or list customers.
Impact and signal
Medium impactImpact score: 55/100
Affected components and suppliers
NAND flash
Sandisk
NANDAI inferenceagent orchestrationper-CPU capacitydemand estimate
Source and time
Source: DigiTimes Asia · 10/29/2026 · View original source
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