J.P. Morgan Chase announced on August 14 that it will raise the investment rating of flash memory giant SanDisk from “neutral” to “increase in holdings” and give a 12-month target price of 2,250 US dollars. The target price implied an increase of about 47% compared to SanDisk's closing price on the previous trading day. J.P. Morgan analyst Harlan Sehr pointed out in the report that SanDisk has a unique competitive advantage in the current market environment and is expected to fully grasp the inflection point of structural demand for NAND flash memory driven by the rapid growth in demand for artificial intelligence reasoning. Since this year, with the accelerated spread of AI technology, demand for high-performance storage and data center infrastructure in the global market has surged, and even caused supply shortages. Driven by this favorable trend, the cumulative increase in SanDisk's stock price during the year has reached 544%. Analysts believe that AI big model reasoning's reliance on massive data throughput and persistent storage is reshaping the supply and demand pattern of traditional memory chips. With its technology accumulation in the field of enterprise-grade flash memory, SanDisk is expected to continue to benefit from this round of structural dividends brought about by the expansion of AI computing power infrastructure.

J.P. Morgan Chase announced on August 14 that it will raise the investment rating of flash memory giant SanDisk from “neutral” to “increase in holdings” and give a 12-month target price of 2,250 US dollars. The target price implied an increase of about 47% compared to SanDisk's closing price on the previous trading day. J.P. Morgan analyst Harlan Sehr pointed out in the report that SanDisk has a unique competitive advantage in the current market environment and is expected to fully grasp the inflection point of structural demand for NAND flash memory driven by the rapid growth in demand for artificial intelligence reasoning. Since this year, with the accelerated spread of AI technology, demand for high-performance storage and data center infrastructure in the global market has surged, and even caused supply shortages. Driven by this favorable trend, the cumulative increase in SanDisk's stock price during the year has reached 544%. Analysts believe that AI big model reasoning's reliance on massive data throughput and persistent storage is reshaping the supply and demand pattern of traditional memory chips. With its technology accumulation in the field of enterprise-grade flash memory, SanDisk is expected to continue to benefit from this round of structural dividends brought about by the expansion of AI computing power infrastructure.