闪迪

Group 1 - SanDisk achieved revenue of $3.025 billion in Q2 FY26, representing a year-over-year increase of 61% and a quarter-over-quarter increase of 31% [2] - The net profit for SanDisk was $967 million, showing a significant year-over-year increase of 443% and a quarter-over-quarter increase of 434%, exceeding market expectations of $481 million [2] - The company expects further acceleration in growth for the second half of the year, with guidance for next quarter's revenue projected between $4.4 billion and $4.8 billion, indicating a year-over-year increase of 160%-183% and a quarter-over-quarter increase of 45%-59% [2] Group 2 - SanDisk's gross margin was reported at 51.1%, an increase of 18.6 percentage points year-over-year and 21.2 percentage points quarter-over-quarter, with guidance for the next quarter's gross margin expected to be between 65% and 67% [2] - It is anticipated that by 2026, the data center will become the largest market for NAND, with the growth forecast for the data center market raised to 65% from a previous estimate of 25% [2] Group 3 - Alibaba announced an increase in its capital expenditure for AI infrastructure and cloud computing investments from 380 billion yuan to 480 billion yuan over the next three years [3]