SanDisk’s $42B Backlog Signals AI Memory Boom: Why Valuation Debate Now Dominates Chip Stocks
AI Memory Supercycle Drives SanDisk to Record Backlog The artificial intelligence memory supercycle has emerged as one of 2026’s most defining investment themes, and SanDisk Corporation (NASDAQ: SNDK) sits at its epicenter. The company recently disclosed a staggering $42 billion contracted backlog, confirming that hyperscaler demand for high-performance storage is translating into multiyear revenue visibility. … Read more


