Datacenter SSDs
Datacenter revenue was $5.15 billion in fiscal 2026, up 437%, and $2.98 billion in the June quarter, up 103% from the March quarter.
The numbers
What it is
High-capacity enterprise solid-state drives sold to server makers and cloud operators for AI training and inference, data analytics and general data-center storage.
Why it matters to the stock. This is the end market that tracks AI infrastructure demand most directly. Its share of revenue rose from about 13% in fiscal 2025 to 25% in fiscal 2026.
News
TrendForce sees top-five enterprise SSD brands' revenue doubling to $37.59 billion in Q2 2026
TrendForce projected that the combined revenue of the top five enterprise SSD brands would rise 103.6% quarter over quarter to $37.59 billion in the second quarter of 2026.
Sandisk fiscal Q4 2026 revenue $8.97 billion; FY2026 revenue up 175% to $20.25 billion
Sandisk reported fiscal fourth-quarter revenue of $8.97 billion, up 51% from the prior quarter, with non-GAAP diluted EPS of $39.25.
Sandisk discloses 10 supply agreements with eight customers worth at least $93.9 billion at floor pricing
With its fiscal fourth-quarter results on August 5, 2026, Sandisk said it had signed 10 New Business Model agreements with eight Datacenter and Edge customers.
Kioxia and Sandisk unveil 10th-generation QLC flash with up to 60% higher bit density
On August 4, 2026, at the Future of Memory and Storage show, Kioxia and Sandisk unveiled a 10th-generation QLC 3D flash technology.
Sandisk fiscal Q3 2026 revenue $5.95 billion; guides Q4 to $7.75-8.25 billion
Sandisk reported fiscal third-quarter revenue of $5.95 billion, above the top of its prior $4.8 billion outlook, with Datacenter revenue of $1.47 billion and Edge revenue of $3.66 billion.
Sandisk signs five multiyear 'New Business Model' supply deals covering over a third of fiscal 2027 bits
Sandisk said with its fiscal third-quarter results that it had signed three multiyear New Business Model (NBM) agreements by the end of the quarter and two more in its fiscal fourth quarter.
Sandisk fiscal Q2 2026 revenue $3.03 billion; guides Q3 to $4.4-4.8 billion
Sandisk reported fiscal second-quarter revenue of $3.03 billion, above the top of its own guidance, with Datacenter revenue of $440 million and Edge revenue of $1.68 billion.