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Gen5 TLC, BiCS8 Pipeline Power Sandisk's Data Center Growth Ambitions
ZACKS· 2026-03-12 17:16
Key Takeaways SNDK's PCIe Gen5 TLC is now qualified at a second hyperscaler, expanding reach in data center SSD workloads.SNDK raised its fiscal 2026 data center exabyte growth outlook to the high-60% range.Sandisk says BiCS8 QLC "Stargate" is qualifying with two hyperscalers. Sandisk (SNDK) is leaning into an AI-driven reset in NAND demand and pricing, with a roadmap that increasingly skews toward higher-value data center SSDs. The near-term focus is less about total bits and more about what products get q ...