SanDisk: AI inference drives NAND demand, long-term orders extend to 2030
SanDisk executives stated that AI inference is reshaping the NAND market, with customers underestimating capacity needs and long-term orders extending to 2030. The company also announced the tape-out of its first High Bandwidth Flash (HBF) die, designed to offer HBM-like bandwidth to support larger models and contexts.
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