Sandisk's revenue has accelerated sharply in recent quarters, while AMD has grown more steadily—a divergence that narrows the historical gap between these chip-sector heavyweights.
Sandisk shares fell over 8% despite beating earnings estimates, as slightly soft revenue guidance overshadowed 60%-plus revenue growth and expanding margins from AI-driven data center demand.
Sandisk (NASDAQ:SNDK) reported record fiscal fourth-quarter revenue, gross margin and earnings per share, with results exceeding the high end of its prior outlook as the company cited growing demand for NAND storage tied to AI inference workloads and data-center expansion.
Fourth-quarter revenue to
Sandisk Corporation (NASDAQ: SNDK) will release Q4 earnings on Aug. 5, with expected EPS of $34.45 and revenue of $8.39B. Analysts have positive ratings.
Future of Memory and Storage Conference (FMS) – Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A) and Sandisk Corporation (Nasdaq: SNDK) today unveiled their next-generation Quad-Level-Cell (QLC) 3D flash memory technology, which delivers up to 60% increase in bit density compared to their 8th-generation, surpassing 37 Gb/mm² and setting the industry benchmark1 for bit density, performance and power efficiency.
Sandisk Corporation (Nasdaq: SNDK) and SK hynix Inc. today announced the release of the HBF™ (High Bandwidth Flash) technical specification through the Open Compute Project (OCP), advancing the workstream to drive HBF standardization for the AI inference era, just six months after the consortium began work in February.
