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Sandisk Bets on AI and Enterprise SSDs: Can It Outpace MU & STX?

Zacks Investment Research·
Sandisk Bets on AI and Enterprise SSDs: Can It Outpace MU & STX?

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.

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