SanDisk's stock price is rebounding. After recent adjustments, on Thursday it rose by 3.11%, and it seems that buying is happening even after hours. Trading volume also exceeded $12.5 billion, indicating active trading, and the stock price is approaching previous high levels.



The main reason for this rise is still the demand related to AI and data centers. Although the entire storage industry was undergoing cyclical adjustments, the demand for NAND flash memory is rapidly recovering as large-scale AI investments progress. Since SanDisk is a major player in this field, there are expectations for its pricing power in a supply-demand tightening environment.

Personally, I find it notable that memory recycling has bottomed out and is entering a recovery phase toward 2026. By watching trends in data center shipment volumes, gross profit margins, and the recovery trend of NAND prices, it should become easier to make medium-term investment decisions. In the short term, attention should be paid to interest rate fluctuations and geopolitical risks, but if you believe in the continued investment in AI infrastructure, SanDisk's stock price may remain resilient for a while longer.
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