闪迪(SNDK.US)Q1电话会:AI驱动NAND结构性增长,长期订单延伸至2030年后

同花顺
Oct 30

周四美股收盘后,闪迪(SNDK)(SNDK.US)公布2027财年第一季度财报并举行电话会议。受人工智能(885728)基础设施建设推动的NAND闪存需求激增及产品价格上涨提振,公司当季营收同比增长378%,数据中心业务收入更是飙升近17倍。公司预计下一季度营收将进一步增长,并宣布实施1拆8股票拆分计划。闪迪(SNDK)管理层在最新电话会上重点释放了对未来前景的积极信号:AI推理需求正推动NAND...

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