SanDisk To Benefit From The AI-Driven Memory Squeeze As Prices Surge

Markit3.71K FollowersFollow5ShareSavePlay(4min)Comment(1)SummaryNAND flash has become a critical enabler of AI workloads, supporting the vast data storage and retrieval demands of large language models and high-performance computing clusters.A tightening in memory chip supply, driven by accelerating capital expenditure on AI infrastructure, is redistributing earnings across the semiconductor sector, pressuring end-market customers while improving pricing power and margins for memory manufacturers.Profitability is set to swing even more sharply. Net income is projected to reach $6 billion in 2026, compared with a $1.6 billion loss last year. SweetBunFactory/iStock via Getty Images A tightening in memory chip supply, driven by accelerating capital expenditure on AI infrastructure, is redistributing earnings across the semiconductor sector, pressuring end-market customers while improving pricing power and margins for memory manufacturers. For smartphoneThis article was written byMarkit3.71K FollowersFollowIHS Markit (Nasdaq: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. The company delivers next-generation information, analytics and solutions to customers in business, finance and government, improving their operational efficiency and providing deep insights that lead to well-informed, confident decisions. IHS Markit has more than 50,000 key business and government customers, including 80 percent of the Fortune Global 500 and the world’s leading financial institutions. Headquartered in London, IHS Markit is committed to sustainable, profitable growth.