SanDisk (SNDK) posted record fiscal Q4 revenue, gross margin, and EPS, exceeding the high end of its prior outlook. Management attributed the strength to rising demand for NAND storage driven by AI inference workloads and data-center expansion. The results suggest continued solid momentum in memory demand, supporting a positive near-term read-through for the storage supply chain.
SanDisk (SNDK) posted record fiscal Q4 revenue, gross margin, and EPS, exceeding the high end of its prior outlook. Management attributed the strength to rising demand for NAND storage driven by AI inference workloads and data-center expansion. The results suggest continued solid momentum in memory demand, supporting a positive near-term read-through for the storage supply chain.
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moderately positive
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0.45
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