SanDisk says recent talks with leading companies signal rising demand

The signal here is directional rather than quantitative: management is flagging customer conversations as evidence of demand, but without naming counterparties, timing, or scale, the claim carries limited verifiable weight. For a memory maker, such commentary matters because order visibility from large customers is the usual precursor to capacity and pricing decisions, so the market relevance sits in whether these talks convert into disclosed bookings or guidance. Whether the company follows up with specifics — customer identity, timeframe, or volume — is the open question.