---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000234083.md"
description: "SanDisk is one of the first companies to implement price hikes and flag NAND supply constraints. The company earlier forecasted NAND demand 'very low double-digits' and mid-to-high double-digits in 2026, outpacing supply. The sustained undersupply will drive price increases. FY26 capital intensity will be slightly above the mid-teens model, driven by BICS 8 ramp. Despite higher bits per wafer on new nodes, cost per bit is growing, forcing SanDisk to look for capital-efficient ways. Lam is either way a winner given its outsized presence in NAND WFE upgrades.Source: Sravan Kundojjala"
datetime: "2025-09-16T13:45:03.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000234083.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000234083.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000234083.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# SanDisk is one of the first companies to implement…


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**