SanDisk Stock Reaches Record High on NAND Shortage Forecasts
SNDK•SanDisk stock climbed to an all-time high Monday as the chip sector rallied ahead of key earnings and forecasts of a widening NAND flash and SSD supply deficit. Analysts warn DRAM supply growth will lag AI-driven demand, underpinning elevated valuations for SanDisk and peers.
1. Sector Rally Boosts SanDisk
On Monday, shares of SanDisk reached an all-time high following a broad rally in the memory and storage segment led by anticipation of strong upcoming earnings. Investor enthusiasm in memory makers lifted SanDisk alongside peers to fresh peaks.
2. NAND Flash and SSD Shortages
The rally was fueled by a worsening global shortage of NAND flash memory and solid-state drives, with tightening supplies projected to extend into 2026. This shortage has driven up pricing expectations and strained inventories across the supply chain.
3. Analyst Warnings on DRAM Supply
Industry analysts caution that DRAM production growth will trail accelerating AI-driven workload demands, reinforcing tight market conditions. Forecasts reflect sustained supply constraints, supporting elevated valuations at SanDisk and other memory manufacturers.
