Enhance the logic of "super cycle" storage! SSD leader SanDisk (SNDK.US) operating profit surges 878%

Wisdom Financial APP learned that the global SSD storage product leader, SanDisk (SNDK.US), announced its financial performance report for the first quarter of the 2026 fiscal year ending on October 3 on Friday morning Beijing time. The financial data in the report shows that SanDisk's Q1 core performance indicators and future performance outlook far exceeded the average expectations of Wall Street analysts. SanDisk's performance has significantly strengthened the leading position in the storage industry super cycle led by the three major storage chip giants - Samsung, SK Hynix, and Micron Technology, as well as other storage giants such as Western Digital and Seagate. This highlights the continuous global expansion driven by the explosive demand for AI training/inference capabilities and the recovery cycle of consumer electronics demand driven by the edge AI trend, which has led to the comprehensive expansion of demand for DRAM/NAND series storage products, especially the surge in demand for enterprise-level SSD in the DRAM subfield HBM storage and NAND field.