Revenue ramp of QLC Stargate storage-class enterprise SSDs beginning in fiscal Q4 2026.
Expansion of multiyear New Business Model agreements to cover more than half of fiscal 2027 bits and about two-thirds of fiscal 2028 bits.
Commercialization path for high-bandwidth flash, with NAND expected late in 2026 and a controller-based system expected early to mid-2027.
Higher capital spending to ramp BiCS 8 and BiCS 10 NAND nodes.
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