DigiTimes· DIGITIMES·· 4 小时前
Sandisk 称 AI 客户低估存储需求后回头追加 NAND 采购
Sandisk says customers are coming back for more NAND
事实摘要
Sandisk 副总裁 Rajeev Nagabhirava 在 SEMICON Taiwan 2026 Memory Summit 上表示,AI 基础设施客户在低估自身存储需求后,正回头锁定更多 NAND 闪存供应。他称公司潜在长期供货协议的管道规模已超过其到本十年末的计划产能。
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正文 · 原文摘要
Sandisk says AI infrastructure customers are returning to secure more NAND flash after underestimating their storage requirements, even as its pipeline of prospective long-term supply agreements exceeds planned output through the end of the decade.
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来源:DigiTimes · digitimes.com