SanDisk: ~50% of FY27 NAND supply locked in multi-year deals, datacenter bit demand +40% in 2027
tengyanAI · x · 2026-10-30
Key takeaways beyond SanDisk's release: 50% of FY27 bits are already spoken for under multi-year NBM deals (2/3 for FY28, rising); the NBM pipeline exceeds supply through end of decade, with a top customer signing a second tranche; calendar 2027 datacenter bit demand is +40% YoY at over 55% of the NAND market.
Also: Q1 growth split 60% volume / 40% price with modest price gains guided through the year; no supply response planned (bit growth stays mid-to-high teens); SLC-mode NAND is being tested as a DRAM substitute at a 20-40x cost gap; and the first HBF die has taped out, sampling next year but not yet in the long-term model.
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