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标签: Sandisk 存储芯片 BiCS8 数据中心

来源：鹿车共挽网编辑：热点时间：2026-11-14

云梦级11月8日云梦级消息，11月6日美股盘后，存储芯片大厂Sa标签ndisk公布了2026会计年度一季度财报。得益于存储芯片市场的供应紧: 缺及涨价，Sandisk整体业绩优于分析师的预期，并且第二季的财测Sa更是大幅超越市场预期，推动Sandisk股价在美股盘后交易中大涨nd7.27%。

具体来说，Sandisk第一季营收23.1亿美元，同比增长22is.6%，环比增长21%，高于分析师预期的21.5亿美元；GAAP 净利k 润为 1.12 亿美元，同比下滑47%，环比暴涨587%；GAAP每存储股收益0.75 美元，同比下滑49%，环比暴涨569%；Non-GAAP净芯片利润为1.81亿美元，同比下滑31%，环比暴涨331%；Non-G BAAP每股收益 1.22 美元，同比下滑33%，环比暴涨321%，高于分析师iC预期的0.88美元。

在数据中心业务方面，Sandisk第一季营收环S8比增长26%，通过了两家超大规模企业获得资格认证，第三家超大规模企业和数顶级存储 OEM 计划在2026年上市，还与五家主要超大规模客户达成合作合作。

此据中外，在第一季的出货当中，BiCS8技术占总出货量的15%。

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