◆ NeutralSNDKMUSTX
Sandisk Bets on AI and Enterprise SSDs: Can It Outpace MU & STX?
Zacks Investment Research·
Sandisk is advancing its NAND flash technology with BiCS 8 ramping to majority production and BiCS 10 in preparation, while investing in high-bandwidth flash for AI architectures. The company's datacenter segment grew to 38% of its bit portfolio, driven by enterprise TLC SSDs and QLC Stargate platform adoption. However, it faces intense competition from Micron Technology in data-center SSDs and Seagate Technology in mass-capacity storage solutions.
Read Full Article at Zacks Investment Research →