Sandisk Is Seeking More Demand Visibility From Customers -- Market Talk

1013 ET - Sandisk is using a new operating model that is reducing volatility in demand, Chief Executive David Goeckeler tells CNBC. The company makes decisions about producing supply for memory customers 10 to 15 years in advance, Goeckeler says. But historically, it has negotiated pricing with customers on a quarterly basis, creating volatility across the year, as cycles in demand would ebb and flow. Now, Sandisk is asking customers for more visibility on a longer-term basis which Goeckeler says will reduce volatility. The new strategy comes as Sandisk is getting an influx of demand from AI developers. Shares are up 6%. (katherine.hamilton@wsj.com)

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August 14, 2026 10:13 ET (14:13 GMT)