Overview
Sandisk is a NAND flash memory company that designs chips and manufactures them through front-end and back-end facilities, selling SSDs, embedded storage and consumer products[29]. It was wholly owned by Western Digital until 21 February 2025, when it was separated and listed on Nasdaq[29]. Revenue for fiscal 2026, which ended on 3 July 2026, was US$20,248 million, up 175%[29]. The 10-K attributes the increase to a 437% rise in data-centre revenue, a 195% rise in edge revenue and a 29% rise in consumer revenue, driven by higher volumes and prices[29]. Sandisk is incorporated in Delaware and headquartered in Milpitas, California. It had approximately 11,100 employees across 33 countries, 74% of them in Asia-Pacific[29].
Sandisk strengths and limitations
Strengths
- Profit margin of 34%
- Market value above US$200bn
- Well-known consumer brand
Limitations
- Short history as a separate company
- Memory prices are cyclical
- Prior-year data not comparable
Appears in
Sandisk alternatives and competitors
Alternatives to Sandisk: companies ranked in the same lists.
- NVIDIA
- AMD
Marvell Technology
Analog Devices- Texas Instruments
Lam Research
Applied Materials
KLA- Intel
Micron Technology
Broadcom- Qualcomm
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