Sandisk Rode an Estimated 70% Jump in NAND Prices. TrendForce Sees 10% to 15% This Quarter.
NAND flash contract prices rose an estimated 70% to 75% in the spring quarter, with TrendForce projecting a further 10% to 15% increase in the current quarter. Sandisk said about two-thirds of its fiscal fourth-quarter sequential revenue growth came from higher pricing.
Why it matters — Because NAND pricing is a key driver of Sandisk's revenue, sustained price increases directly support the company's top-line growth.