SNDK Rides on Strong NAND Demand: How AI Push is Lifting Prospect

Key Takeaways SNDK benefits as AI infrastructure drives NAND demand beyond supply, supporting stronger pricing dynamics. Enterprise SSD revenues are set to rise as Sandisk shifts mix toward higher-margin data center storage. SNDK saw average selling price per gigabyte rise in the mid-30% range in Q2 FY26. Sandisk (SNDK) is benefiting from a shift in NAND flash demand tied to artificial intelligence (AI) infrastructure buildouts. The result is a more constructive supply-demand balance and a better pricing ba ...