NuAxiSemiconductor trade intelligence
Sandisk says customers are coming back for more NAND
What happened
Sandisk says AI infrastructure customers, having previously underestimated their storage requirements, are returning to secure more NAND flash. Sandisk also stated that its pipeline of prospective long-term supply agreements exceeds its planned output through the end of the decade. The source does not state any price movement, nor whether this pipeline will convert into signed agreements.
Impact and signal
Medium impactImpact score: 50/100
Affected components and suppliers
NAND flash
Sandisk
NANDAI基础设施客户长期供应协议需求回升
Source and time
Source: DigiTimes Asia · 10/29/2026 · View original source
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