闪迪：AI 驱动的数据中心需求 + SD 卡持续向好，重申观点

Vi e w p o i n t | 18 Dec 2025 06:30:00 ET │ 14 pages Sandisk Corp (SNDK.O) MU Read-Thru: AI-Led DC Demand and Persistent Favorable S/D Dynamics, Reiterate Buy CITI'S TAKE Micron (covered by Chris Danely) reported Nov-Q revenues/EPS above street. NAND revenues exceeded consensus on both bit shipments and ASP. MU guiding continued demand momentum and sustained favorable S/D conditions on disciplined capex; technology transitions as primary driver of CY26 bit growth. DC eSSD demand robust, increasingly driven ...