Sandisk’s move to multi-year NAND supply deals is improving margins and cash flow by increasing the share of revenue under firm commitments. The article also highlights AI-driven datacenter demand as a growth tailwind. Overall, the shift appears to reduce revenue volatility and support a better earnings profile.
Sandisk’s move to multi-year NAND supply deals is improving margins and cash flow by increasing the share of revenue under firm commitments. The article also highlights AI-driven datacenter demand as a growth tailwind. Overall, the shift appears to reduce revenue volatility and support a better earnings profile.
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