On the tech side, SanDisk is advancing High Bandwidth Flash (HBF), with pilot production targeted for 2H26 and mass production in 2027. This could be a key piece in the AI inference stack, offering much higher capacity than HBM while maintaining strong bandwidth—positioning the company well as AI demand shifts toward real-world deployment.
At the same time, its upcoming inclusion in the $NASDAQ 100(NDX)$ is likely to drive passive inflows and boost visibility. Combined with multiple Wall Street upgrades, the setup suggests improving sentiment and a strengthening long-term narrative around AI-driven memory demand.
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