After Wednesday EST, SanDisk's management announced at the earnings conference that the company had reached NBM long-term agreements with 8 diversified customers covering data centers and edge racetracks. The NBM agreement's supply bits in fiscal year 2027 accounted for more than 50% of the company's total shipment bits, accounting for about two-thirds in fiscal year 2028. The company's CEO said bluntly, “In the past, we could only predict demand within three months, but now we have locked in procurement volume and clear profit models for more than four years, and progress has exceeded expectations... Some of the largest customers have taken the initiative to add future procurement requirements after only one quarter, which is enough proof that the current demand environment is extremely strong, and the data center circuit is particularly prominent.”

After Wednesday EST, SanDisk's management announced at the earnings conference that the company had reached NBM long-term agreements with 8 diversified customers covering data centers and edge racetracks. The NBM agreement's supply bits in fiscal year 2027 accounted for more than 50% of the company's total shipment bits, accounting for about two-thirds in fiscal year 2028. The company's CEO said bluntly, “In the past, we could only predict demand within three months, but now we have locked in procurement volume and clear profit models for more than four years, and progress has exceeded expectations... Some of the largest customers have taken the initiative to add future procurement requirements after only one quarter, which is enough proof that the current demand environment is extremely strong, and the data center circuit is particularly prominent.”