# SanDisk says customers underestimate NAND needs as AI inference drives long-term orders

> Original title: AI 推理引爆全球 NAND 需求：闪迪称“客户低估闪存容量需求”，长单排至 2030 年

- Source: IThome · AI
- Published: 2026-10-30T02:29:01.000Z
- Bad Influence: https://badinfluence.news/items/it8irdae45zdovjgxebtyx8td
- Original: https://www.ithome.com/1/019/924.htm

## Summary

SanDisk executives said on its fiscal Q1 2027 earnings call that customers underestimate the NAND capacity needed for AI infrastructure. About 50% of fiscal 2027 bit shipments are locked in by NBM agreements, a share expected to rise to about two-thirds in fiscal 2028. The company also said its first HBF memory die has been taped out and sample deliveries are planned for the next calendar year.