SanDisk is a NAND flash and data storage solutions company that began operating as an independent public company after its separation from Western Digital in 2025. Its portfolio includes enterprise and client SSDs, embedded storage, removable storage, consumer flash cards, USB drives, mobile storage, and automotive storage solutions. The company serves data centers, PCs, smartphones, industrial, automotive, and consumer electronics markets. SanDisk is positioned for AI-driven demand for higher storage capacity, speed, and energy efficiency, while remaining exposed to NAND supply-demand cycles, pricing, process transitions, customer inventories, and capital intensity.
