Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle

DIGITIMESAugust 6, 2026en

Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now locked into long-term contracts, according to the company's fourth-quarter earnings call on August 5, 2026.

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