Sandisk says AI customers return for more NAND as demand outpaces supply

Sandisk VP Rajeev Nagabhirava said at SEMICON Taiwan 2026 that AI infrastructure customers are coming back to secure more NAND flash after underestimating their storage needs. The pipeline of prospective long-term supply agreements already exceeds planned output through the end of the decade.

• AI data center customers return for more NAND after underestimating storage needs
• Long-term supply agreement pipeline exceeds planned output through the decade
• Remarks focused on enterprise SSDs for AI data centers at SEMICON Taiwan 2026