SNDK storage chip track—under the AI boom, how much room is left?
Brothers, there’s been quite a lot of movement in the storage chip sector lately.
Since last Q4, NAND Flash prices have stabilized and rebounded. The biggest driver is the expansion of AI data centers. Training large language models isn’t just about GPUs—massive amounts of training data also need faster storage read/write speeds, and demand for SSDs and HBM has surged in tandem.
After SanDisk was spun off from Western Digital and listed independently, it’s been operating with a lighter load, focusing on the NAND Flash and SSD business. Its Q2 earnings show that data-center SSD shipments increased dramatically year over year, and AI server orders are booked out into next year.
Storage chips are AI’s "shovel"—no matter which big model wins, storage has to be bought. That logic is solid.
In the near term: AI capex is still accelerating, and storage demand has fundamental support. But keep in mind that NAND prices can be volatile—what you earn is from the trend, not quick money from short-term moves.
Do you think SNDK’s valuation is reasonable right now? Is the AI storage demand a real incremental increase, or just capital hype? Let’s talk in the comments below 👇
Brothers, there’s been quite a lot of movement in the storage chip sector lately.
Since last Q4, NAND Flash prices have stabilized and rebounded. The biggest driver is the expansion of AI data centers. Training large language models isn’t just about GPUs—massive amounts of training data also need faster storage read/write speeds, and demand for SSDs and HBM has surged in tandem.
After SanDisk was spun off from Western Digital and listed independently, it’s been operating with a lighter load, focusing on the NAND Flash and SSD business. Its Q2 earnings show that data-center SSD shipments increased dramatically year over year, and AI server orders are booked out into next year.
Storage chips are AI’s "shovel"—no matter which big model wins, storage has to be bought. That logic is solid.
In the near term: AI capex is still accelerating, and storage demand has fundamental support. But keep in mind that NAND prices can be volatile—what you earn is from the trend, not quick money from short-term moves.
Do you think SNDK’s valuation is reasonable right now? Is the AI storage demand a real incremental increase, or just capital hype? Let’s talk in the comments below 👇