Sandisk Data Center Growth Signals Tighter AI NAND Market

DigiTimes reports that Sandisk's fiscal fourth-quarter and full-year 2026 results show a major shift in the NAND flash business toward AI-driven data center demand. The compact payload says the company's data center segment has become its main growth engine, and that management has secured customer commitments worth tens of billions of dollars across multiple years. This is a strong RamTrend signal for enterprise NAND. Multi-year commitments reduce exposure to short-cycle spot pricing and can reserve supply for large customers before smaller buyers enter the market. If AI storage demand keeps absorbing capacity, pricing power may remain with NAND suppliers and enterprise SSD vendors.