SanDisk and Seagate operate in complementary AI storage sub-markets, with SanDisk focusing on high-performance NAND flash and enterprise SSDs, and Seagate providing cost-effective, high-capacity HDDs. In fiscal year 2026, SanDisk achieved rapid revenue growth driven by AI demand and rising prices, paired with a robust balance sheet and zero debt. Conversely, Seagate delivered stable cash…
