SanDisk secures long-term customer agreements covering over 50% of FY2027 bits as it expands data center portfolio

SanDisk is expanding its storage portfolio to meet rising demand for high-capacity AI infrastructure, recently beginning shipments of its QLC Stargate platform. It has secured long-term customer agreements with a weighted average duration exceeding four years, expected to cover more than 50% of total bits in fiscal 2027 and about two-thirds in fiscal 2028.

Detected & updated continuously · Source: Nebula