疯抢AI存储蛋糕，巨头再续5年合约

Core Viewpoint - Kioxia Corporation and SanDisk have extended their joint venture agreement for five more years, now set to expire on December 31, 2034, highlighting their long-term collaboration in the NAND flash memory sector [1][2]. Group 1: Joint Venture Agreement - The extension of the joint venture agreement emphasizes the deep collaboration between Kioxia and SanDisk, focusing on AI-enabled smart manufacturing technologies and economies of scale to ensure stable production of advanced 3D flash memory [1]. - SanDisk will pay Kioxia $1.165 billion for manufacturing services and to ensure a continuous supply, with payments scheduled from 2026 to 2029 [1]. Group 2: Strategic Importance - Kioxia's CEO, Nobuo Hayasaka, stated that the agreement recognizes the value of Kioxia's manufacturing business and enhances profitability through economies of scale at the world's largest flash memory manufacturing base [2]. - SanDisk's CEO, David Goeckeler, noted that their collaboration has supplied hundreds of exabytes (EB) of products and is expected to grow, with the global NAND market projected to reach $150 billion by 2026 [2]. Group 3: Financial Performance - SanDisk reported a significant increase in revenue for Q2 2026, reaching $3.03 billion, surpassing analyst expectations of $2.62 billion, indicating strong market sales performance [3]. - The actual earnings per share (EPS) for SanDisk in Q2 was $6.20, well above the market estimate of $3.78, showcasing effective cost control and high-profit product sales [3]. Group 4: Strategic Acquisitions - SanDisk's strategic acquisition of Western Digital's SSD and NAND flash memory divisions in 2025 has strengthened its supply capabilities and technological advantages, allowing it to capitalize on the surging market demand in 2026 [4]. Group 5: Future Outlook - SanDisk is optimistic about its performance in the second half of the 2026 fiscal year, predicting that Q3 profits will double compared to Q2, indicating ongoing growth momentum [5]. - Following the positive financial report and strong performance forecast, SanDisk's stock price rose in after-hours trading, reflecting investor confidence in the company's technological transformation and market positioning [5].