SanDisk Pledges 10-20% NAND Capacity for Consumer SSDs Amid AI Boom

SanDisk has committed to reserving 10 to 20 percent of its NAND flash capacity for consumer SSD production, even as AI demand drives a global NAND shortage and enterprise products offer higher margins. The announcement was made by SanDisk Korea General Manager Shim Young-chul at a press conference in Seoul.

SanDisk Korea GM announces capacity commitment

Shim stated that SanDisk regards consumers as a core strategic value and is currently one of the few or the only manufacturer in the industry that allocates a fixed proportion of capacity to consumer products. The move comes as some rivals, such as Micron, have exited the consumer SSD market via the Crucial brand.

SanDisk has seen strong financial performance. The company turned profitable within one year, with Q1 2026 revenue up 250 percent year over year. Its stock has risen 3600 percent over the past year, and its market capitalization now exceeds $230 billion.

The commitment positions SanDisk as a dedicated supplier for consumer SSDs at a time when many NAND manufacturers are shifting focus to higher-margin enterprise products. Shim did not specify which consumer SSD models would be affected or provide a timeline for the capacity allocation.