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Core Viewpoint - The semiconductor industry, particularly in NAND flash memory, is experiencing significant price increases and demand growth driven by AI data centers and supply constraints [3][4][6]. Group 1: NAND Flash Memory Market - SanDisk has raised NAND flash memory contract prices by 50%, indicating a tight supply in the storage market due to surging demand from AI data centers and severe wafer supply limitations [4][6]. - SanDisk's Q1 FY2026 revenue reached $2.31 billion, a 22.6% year-over-year increase, exceeding analyst expectations [6]. - The company anticipates that the data center market will become the largest application for NAND products by 2026, with inventory turnover days decreasing from 135 to 115 days [6][7]. Group 2: Analyst Reactions - Following SanDisk's strong earnings report, at least 11 Wall Street analysts have raised their target prices for the stock, with Citigroup increasing its target from $150 to $280 per share [7]. - Morgan Stanley maintained an "overweight" rating on SanDisk, raising its target price from $230 to $263, citing strong growth momentum in the data center business [7]. Group 3: Broader Semiconductor Industry Trends - NVIDIA's CEO Jensen Huang noted strong demand for the Blackwell chip, which is increasing the need for TSMC's wafers [8]. - SK Hynix announced that its production capacity for next year is fully booked and plans to significantly increase investments, driven by the AI boom [8]. - OpenAI has urged the U.S. government to expand tax credits under the Chips Act to include AI data centers and related infrastructure, highlighting the need for public policy support in the AI sector [9][10].