SanDisk says customers underestimate NAND needs for AI inference, orders run to 2030
Overview
SanDisk executives said on the fiscal Q1 2027 earnings call that customers underestimate the NAND flash capacity needed to run AI infrastructure, and are adding long-term orders as a result.
The company says its NBM (new business model) order pipeline extends to 2030 and beyond.
SanDisk says about 50% of its fiscal 2027 bit shipments are locked in by NBM agreements, a share it expects to reach about two-thirds in fiscal 2028. It also says NBM reserve demand could exceed its available supply by the end of the decade.
The company also says its first HBF memory die has been taped out, with sample deliveries planned for the next calendar year.
Written by AI from the articles below · updated Oct 29, 11:35 PM ET
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- IThome · AINewsSanDisk says customers underestimate NAND needs as AI inference drives long-term orders
AISanDisk 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.
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