The company is locking in long-term deals at scale.
TrendForce reports that five contracts (3–5 years) will cover over a third of FY27 bit shipments, likely rising to 50% as more deals close.
The Q2 FY26 contracts alone have a minimum value of $42B. These are structurally different—stronger binding, a mix of fixed and variable pricing, prepayments of 10–30%, and billions posted as collateral if purchase obligations aren’t met.
AI demand is reshaping the memory sector, and $SanDisk Corp.(SNDK)$ is positioning itself to capture it.
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