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SanDisk Shares Surge Amid NAND Flash Supercycle and AI Demand

SanDisk Shares Surge Amid NAND Flash Supercycle and AI Demand

Author:

Global Cryptocurrency

Published:

2025-10-15 21:53:01

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SanDisk shares rallied 11.5% on Wednesday, continuing a meteoric rise fueled by a resurgence in NAND flash pricing and bullish analyst sentiment. The stock, now up over 300% year-to-date, benefits from what industry observers describe as a new "supercycle" in memory markets.

Cantor Fitzgerald's aggressive price target hike underscores growing institutional confidence. The firm highlighted robust demand for memory and storage components, particularly from AI-related applications. "Demand for DRAM remains strong given significant compute buildouts for generative AI," analysts noted, positioning NAND flash as an early-stage recovery play across consumer and data center markets.

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