SANDISKSNDK.US

SanDisk was spun off from Western Digital in 2025 as a standalone NAND flash and storage company, reuniting the SanDisk brand with a pure-play memory business. It competes directly with Samsung, SK hynix, Kioxia, Micron, and China's YMTC in the cyclical NAND market, where pricing power depends heavily on supply discipline and AI-driven storage demand.

CEO David Goeckeler · Founded 1988 · HQ Milpitas, USA · Exchange NASDAQ · Website sandisk.com

Predictions & track record (1)

• Awaiting grading SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying?To be scored on whether Q3 2026 QLC contract pricing settles above $0.38, and whether SanDisk's LTA share actually clears half of shipments.

3 related posts

• Watch SanDisk sold NAND to Meta below its own quote. Does that mean demand is dying? Jukan (@jukan05) · 2026-07-25
• Watch Apple lobbies White House to allow Chinese memory chips as Micron pushes back, WSJ reports Jukan (@jukan05) · 2026-07-25
• Bear China's YMTC overtakes Micron and SanDisk in NAND market share, closing in on Kioxia Jukan (@jukan05) · 2026-07-23