SanDisk: AI Memory Demand Breaks Records

On January 30, 2026, Western Digital (SanDisk) sharply raised its financial forecast. The reason is explosive demand for high-performance memory required for neural network training and operation.

The hardware market continues to heat up. AI requires not only fast processors (GPUs) but also colossal volumes of fast memory (HBM, NVMe). SanDisk's report confirms that the AI infrastructure cycle is far from over, and component manufacturers are operating at capacity limits.

Source: Reuters