--- title: "Sandisk's revenue for the second quarter was $3.03 billion, an increase of 31%, exceeding the company's original guidance range. Revenue from data centers grew by 64%, driven by strong applications such as AI infrastructure construction. The expected revenue for the third quarter is between $4.4 billion and $4.8 billion" description: "Sandisk's revenue for the second quarter was $3.03 billion, an increase of 31%, exceeding the company's original guidance. Revenue from data centers grew by 64%, driven by AI infrastructure developmen" type: "news" locale: "en" url: "https://longbridge.com/en/news/274203323.md" published_at: "2026-01-29T21:12:47.000Z" --- # Sandisk's revenue for the second quarter was $3.03 billion, an increase of 31%, exceeding the company's original guidance range. Revenue from data centers grew by 64%, driven by strong applications such as AI infrastructure construction. The expected revenue for the third quarter is between $4.4 billion and $4.8 billion > Sandisk's revenue for the second quarter was $3.03 billion, an increase of 31%, exceeding the company's original guidance. Revenue from data centers grew by 64%, driven by AI infrastructure development. The company expects third-quarter revenue to be between $4.4 billion and $4.8 billion Sandisk's revenue for the second quarter was $3.03 billion, an increase of 31%, exceeding the company's original guidance range. Data center revenue grew by 64%, driven by strong applications such as AI infrastructure construction. The expected revenue for the third quarter is between $4.4 billion and $4.8 billion. Risk Warning and Disclaimer The market carries risks, and investment should be cautious. This article does not constitute personal investment advice and does not take into account the specific investment goals, financial situation, or needs of individual users. Users should consider whether any opinions, views, or conclusions in this article are suitable for their specific circumstances. Investment based on this is at one's own risk. ### Related Stocks - [SMH.US - VanEck Semiconductor ETF](https://longbridge.com/en/quote/SMH.US.md) - [SOXL.US - Direxion Semicon Bull 3X](https://longbridge.com/en/quote/SOXL.US.md) - [SOXQ.US - Invesco PHLX Semiconductor ETF](https://longbridge.com/en/quote/SOXQ.US.md) - [SOXX.US - iShares Semiconductor ETF](https://longbridge.com/en/quote/SOXX.US.md) - [XSD.US - SPDR S&P Semicon](https://longbridge.com/en/quote/XSD.US.md) - [FTXL.US - First Trust Nasdaq Food & Semicon](https://longbridge.com/en/quote/FTXL.US.md) - [SNDK.US - Sandisk](https://longbridge.com/en/quote/SNDK.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 华尔街大佬 Tepper 押注 AI:美光持仓激增 200%,新买韩国 ETF | 对冲基金大佬 Tepper 去年四季度精准狙击 AI 芯片赛道,豪掷逾 6 亿美元重仓美光科技和韩国芯片 ETF,今年已斩获约 30% 回报。全球内存短缺叠加 AI 算力狂潮,其芯片押注与软件股暴跌形成冰火两重天。 | [Link](https://longbridge.com/en/news/276213747.md) | | 闪迪启动 30.8 亿美元二级市场股票发行 | 闪迪于 2 月 17 日宣布启动 30.8 亿美元的二级市场股票发行,涉及现有股东出售股份。西部数据将通过股权方式处置对闪迪的债权,具体债务规模和交易细节尚未披露。投资需谨慎,本文不构成个人投资建议。 | [Link](https://longbridge.com/en/news/276180619.md) | | Ferroglobe 在第四季度转为亏损,销售额下降 | Ferroglobe 报告第四季度每股摊薄亏损为 0.06 美元,较去年同期的每股盈利 0.03 美元有所下降。销售额从去年同期的 3.675 亿美元下降至 3.294 亿美元,尽管超出了分析师预期的 2.936 亿美元。公司将季度股息从每 | [Link](https://longbridge.com/en/news/276179311.md) | | 黄仁勋预告 “前所未见” 的芯片新品,下一代 Feynman 架构或成焦点 | 黄仁勋预告今年的 GTC 大会上发布” 世界从未见过” 的全新芯片产品,分析认为新品可能涉及 Rubin 系列衍生产品或更具革命性的 Feynman 架构芯片,市场预期 Feynman 架构将针对推理场景进行深度优化。 | [Link](https://longbridge.com/en/news/276310964.md) | | 期权热点|周三 SOXL 涨 3%,部分看涨期权飙升 150% | 美东时间 02 月 18 日,半导体 3 倍做多 - Direxion 期权总成交 119479 张,看涨期权占比 37%,看跌期权占比 62%。 | [Link](https://longbridge.com/en/news/276299323.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.