Company intelligence
As of September 5, 2026, SanDisk had a market capitalization of $254.76B (companiesmarketcap.com).
Flash memory and data storage solutions maker, spun off from Western Digital in 2025.
NAND flash maker spun out of Western Digital in February 2025 (Nasdaq: SNDK); fiscal 2026 revenue was $20.25 billion, up 175%, on datacenter demand.
The company groups its markets as Cloud, Client and Consumer. Cloud covers public and private cloud environments and enterprise customers, served mainly with high-performance enterprise solid state drives; Consumer is retail and other end-user products sold through a wide network of points of presence. Sandisk competes with vertically integrated flash suppliers including Kioxia, Micron, Samsung, SK Hynix and Yangtze Memory Technologies, as well as many smaller firms that assemble flash into products. In fiscal 2025 and 2024 no single customer accounted for more than 10% of net revenue; in 2023 one customer accounted for 15%.[1]
In its results reporting the company now presents three end markets: Datacenter, Edge and Consumer. Datacenter has become the growth driver, and the company has been signing what it calls New Business Model (NBM) agreements with customers; it announced five during its April 2026 earnings call and five more by August 2026, three with new customers.[2]
On August 5, 2026 the board expanded the share repurchase authorization by an additional $14 billion, bringing total remaining authorization to $15.5 billion. The company guided to approximately 155 million diluted shares outstanding for the first quarter of fiscal 2027.[2]
Fiscal 2026 (ended June 2026) revenue was $20.25 billion, up 175% year over year, with GAAP net income of $11.43 billion, or $73.76 per diluted share. By end market, fiscal 2026 Datacenter revenue was $5,153 million (up 437% from $960 million), Edge was $12,160 million (up 195%) and Consumer was $2,935 million (up 29%). The company attributed the outperformance to a mix shift toward higher-value customers and higher pricing.[2]
Sandisk said roughly one-third of the sequential revenue growth came from higher volumes and two-thirds from higher pricing.[2]
For the first quarter of fiscal 2027 the company guided to revenue of $10.30 billion to $10.80 billion and non-GAAP diluted earnings per share of $44.00 to $46.00.[2]
As of June 2025 Sandisk had approximately 11,000 employees across 33 countries, with 73% in Asia Pacific, 19% in the Americas and 8% in Europe, the Middle East and Africa.[1]
Substantially all of Sandisk's flash memory comes from its joint ventures with Kioxia. Sandisk and Kioxia operate three ventures, Flash Partners Ltd., Flash Alliance Ltd. and Flash Forward Ltd. (together Flash Ventures), across seven flash manufacturing facilities in Japan, six in Yokkaichi and one in Kitakami, with an eighth due to start in calendar 2025. The joint venture agreements are currently set to expire on December 31, 2034. Flash Ventures is a manufacturing joint venture, not a corporate venture fund; Sandisk discloses no startup investment program.[1]
Assembly and test also relies on SDSS Venture, which is 20% owned by Sandisk and 80% owned by JCET Management Co., Ltd., alongside the company's in-house facilities and contract manufacturers.[1]
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SanDisk is a semiconductors company, based in Milpitas, California, USA, founded 1988 by Eli Harari, Sanjay Mehrotra, Jack Yuan.
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SanDisk's market capitalization was $254.76B as of September 5, 2026, according to companiesmarketcap.com.
SanDisk was founded in 1988 and is headquartered in Milpitas, California, USA, according to Wikipedia and Sandisk.
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