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Ai浪浪
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SanDisk sparks the market; the Air Force finally gets relief.
1. HBF prototype — H2 2026
The next-generation stacked NAND, designed specifically for AI scenarios, is called by SeekingAlpha as “the next game-changer,” directly targeting the HBM market.
2. BiCS9 QLC — ramping production step by step
Capacity per chip increases by 60%, significantly lowering AI storage costs and accelerating the penetration of enterprise-grade QLC/TLC SSDs.
3. Enterprise SSD capacity roadmap
2025: 128TB → 2026: 256TB → 2027: 512TB → long-term: 1PB, doubling every year.
4. The 2028–2030 financial framework
First release of a multi-year financial model: a commitment to 100% excess cash returned to shareholders, with a $6 billion share buyback still in progress.
5. Next earnings report — expected around late Oct to early Nov 2026
Focus points: progress on the HBF prototype + the BiCS9 production ramp.
One sentence: The HBF prototype and BiCS9 ramp are the two biggest variables—if execution exceeds expectations, it could ignite the stock price again.
1. HBF prototype — H2 2026
The next-generation stacked NAND, designed specifically for AI scenarios, is called by SeekingAlpha as “the next game-changer,” directly targeting the HBM market.
2. BiCS9 QLC — ramping production step by step
Capacity per chip increases by 60%, significantly lowering AI storage costs and accelerating the penetration of enterprise-grade QLC/TLC SSDs.
3. Enterprise SSD capacity roadmap
2025: 128TB → 2026: 256TB → 2027: 512TB → long-term: 1PB, doubling every year.
4. The 2028–2030 financial framework
First release of a multi-year financial model: a commitment to 100% excess cash returned to shareholders, with a $6 billion share buyback still in progress.
5. Next earnings report — expected around late Oct to early Nov 2026
Focus points: progress on the HBF prototype + the BiCS9 production ramp.
One sentence: The HBF prototype and BiCS9 ramp are the two biggest variables—if execution exceeds expectations, it could ignite the stock price again.
Disclaimer: Includes third-party opinions. No advice. Binance AI may be used without guarantee. See T&Cs.