AI inference is pushing NAND into the "long-term contract era"! SanDisk (SNDK.US) saw a revenue increase of 372%, and HBF is poised to take over as the next storage super hotspot.

According to the Zhiyuan Finance APP, American NAND flash memory giant SanDisk (SNDK.US) announced its earnings report and future outlook after the U.S. stock market closed on Wednesday. The company reported that its second-quarter performance exceeded expectations across the board. However, its revenue and profit outlook for the next quarter fell slightly below market consensus, highlighting the ongoing expansion in demand for enterprise-grade NAND storage chips for artificial intelligence data centers. Market expectations for SanDisks future growth are becoming increasingly stringent, and any slight miss could lead to significant stock price volatility.