SanDisk completes first HBF die tape-out with samples set for next year
10/30/2026 — 10/30, 11:13·2 sources (all)·2 reports (all)
Key takeaways
- SanDisk reported fiscal 2027 Q1 revenue of $11.0B, up 378% year over year, with data center revenue reaching $4.8B, up 61% quarter over quar…
- first samples are slated for delivery next calendar year.
Background & analysis
According to a Wall Street CN report on October 30, 2026, SanDisk released its first-quarter financial results for fiscal year 2027 after market close. The company reported revenue of $11B for the quarter, up 23% quarter-over-quarter and surging 378% year-over-year. Non-GAAP gross margin reached 85.1%, generating $5.7B in adjusted free cash flow. During the subsequent earnings call, management stated that approximately 60% of the quarterly revenue growth was driven by volume increases, while 40% came from higher prices. Regarding shareholder returns, the company committed to returning 100% of excess cash to shareholders and spent $5B on share buybacks during this fiscal quarter.
The data center segment stood out as the central theme of the quarterly results, generating $4.8B in revenue, a substantial 61% increase quarter-over-quarter. SanDisk Chairman and CEO David Goeckeler pointed out that longer prompts, more complex reasoning, multimodal inputs, and persistent user contexts significantly increase storage requirements. Management emphasized that customers have underestimated the flash storage capacity needed to run AI infrastructure, noting that long-term orders are already booked through 2030.
Based on strong order visibility, SanDisk projected second-quarter revenue to be between $12.2B and $12.6B. As of now, the story remains at the stage of this financial report release and forward-looking guidance.
AI-generated from 1 reports · updated 2 hours ago
Latest turnSanDisk announced during its earnings call that AI inference is reshaping NAND demand, with long-term orders extending through 2030. The company also revealed its first High Bandwidth Flash (HBF) die has taped out, targeting high-capacity inference workloads with samples expected next year.
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Reports on this story headlines open the original
SanDisk announced during its earnings call that AI inference is reshaping NAND demand, with long-term orders extending through 2030. The company also revealed its first High Bandwidth Flash (HBF) die has taped out, targeting high-capacity inference workloads with samples expected next year.
IT之家AI score 52SanDisk posted $11 billion in revenue for its fiscal 2027 first quarter, up 378% year over year, with data center revenue reaching $4.8 billion, up 61% sequentially. Management attributed about 60% of the growth to volume and 40% to pricing, said customers underestimated the flash capacity AI inference requires, and noted long-term contracts booked through 2030.
华尔街见闻AI score 55
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