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SandiskDesigns and manufactures NAND flash storage: SSDs, embedded and removable memory, and flash wafers. Spun out of Western Digital in 2025 and retains the flash fab joint venture with Kioxia.
2024-Q4-2026-Q2
2024-Q4-2026-Q2
$SNDK
Makes NAND flash storage: SSDs, embedded and removable memory, and the flash wafers from its Kioxia fab joint venture. ~$13.2B annual revenue, spun out of Western Digital in 2025 into a NAND pricing upcycle that lifted gross margin from 30% to 78% in three quarters. Less directly AI levered than HBM, though inference storage demand and a disciplined four supplier NAND market both work in its favor.