Annuncio • Aug 13
Kioxia Corporation and Sandisk Corporation Unveil 9Th-Generation High-Performance 2Tb Qlc 3D Flash Memory Technology Kioxia Corporation, a subsidiary of Kioxia Holdings Corporation (TOKYO: 285A), and Sandisk Corporation (Nasdaq: SNDK) unveiled their new 9th-generation, high-performance 2Tb QLC 3D flash memory technology designed to support the growing storage demands of AI-driven infrastructure. Leveraging the companies’ CMOS directly Bonded to Array (CBA) architecture, the new technology combines an advanced CMOS wafer with a proven memory-array platform, along with significant design and device innovation, to deliver performance improvements and enable faster deployment of advanced storage solutions for cloud and data-intensive applications. Compared with the previous 8th-generation 2Tb QLC, the new technology delivers higher write and read bandwidth due to a 6-plane architecture and performance enhancements and better write and read power efficiency. It also delivers a NAND interface speed of 4.8Gb/s, a 33% improvement over 8th-generation devices. The introduction of the 9th-generation QLC 3D flash memory technology marks an important milestone in the evolution of the 3D flash memory roadmap and highlights the continued strength of the collaboration between Kioxia and Sandisk. By maximizing the flexibility of their CBA platform, the companies are creating new opportunities for NAND innovation and helping customers address the growing storage demands of the AI era. Product density is identified based on the density of memory chip(s) within the Product, not the amount of memory capacity available for data storage by the end user. Consumer-usable capacity will be less due to overhead data areas, formatting, bad blocks, and other constraints, and may also vary based on the host device and application. The definition of 1KB = 2^10 bytes = 1,024 bytes. The definition of 1Gb = 2^30 bits = 1,073,741,824 bits. The definition of 1GB = 2^30 bytes = 1,073,741,824 bytes. 1Tb = 2^40 bits = 1,099,511,627,776 bits. Company names, product names, and service names may be trademarks of third-party companies. Buy Or Sell Opportunity • Aug 10
Now 20% overvalued Over the last 90 days, the stock has fallen 15% to Mex$21,330. The fair value is estimated to be Mex$17,771, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 21% per annum. Earnings are also forecast to grow by 15% per annum over the same time period. Reported Earnings • Aug 06
Full year 2026 earnings released: EPS: US$77.78 (vs US$11.32 loss in FY 2025) Full year 2026 results: EPS: US$77.78 (up from US$11.32 loss in FY 2025). Revenue: US$20.2b (up 175% from FY 2025). Net income: US$11.4b (up US$13.1b from FY 2025). Profit margin: 56% (up from net loss in FY 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Tech industry. Annuncio • Aug 06
Sandisk Corporation Provides Earnings Guidance for the Fiscal First Quarter of 2027 Sandisk Corporation provided earnings guidance for the Fiscal First Quarter of 2027. For the period, the company expects
Revenue to be in the range of $10,300 million - $10,800 million. Valuation Update With 7 Day Price Move • Jul 28
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to Mex$22,026, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 16x in the Tech industry globally. Total returns to shareholders of 2,724% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$13,822 per share. Annuncio • Jul 10
Sandisk Corporation to Report Q4, 2026 Results on Aug 05, 2026 Sandisk Corporation announced that they will report Q4, 2026 results on Aug 05, 2026 Annuncio • Jul 04
Sandisk Corporation Announces Sampling of BiCS10 1Tb TLC 3D NAND Flash Memory Pushing Density, Power Efficiency and Performance to Support Data-Intensive Workloads Sandisk Corporation announced it is sampling its BiCS10 1Tb TLC, its 10th-generation 3D NAND flash memory technology. BiCS10 applies advanced lateral scaling techniques to achieve 1Tb TLC memory density greater than 29Gb/mm2, improving bit density by 59% while delivering up to 4.8Gb/s interface speed, a 33% improvement compared with 8th generation 3D flash memory currently in mass production. Built on Sandisk’s proven Bit-Cost Scalable (BiCS) 3D NAND architecture and CMOS directly Bonded to Array (CBA) technology, BiCS10 TLC also enhances data input/output power efficiency, reducing power consumption by 10% for input and 34% for output compared to the previous BiCS8 generation. NAND flash memory is one of the most scalable semiconductor technologies, and the foundation of what Sandisk builds. BiCS10 advances Sandisk’s long-term roadmap for scaling NAND through continued innovation in density, power efficiency, and architecture. It builds upon Sandisk’s CBA technology, which fabricates CMOS logic and the memory array on separate wafers before bonding them together with high-precision wafer-to-wafer alignment. BiCS10 TLC increases the number of memory layers to 332 and incorporates Toggle DDR6.0, SCA protocol and PI-LTT technology to support high-speed, low-power operation. The sampling milestone extends Sandisk’s BiCS roadmap with advancements that push density, power efficiency, and endurance in ways designed to support the next generation of data-intensive and AI-driven workloads. Key BiCS10 TLC technology highlights include: Up to 4.8Gb/s NAND interface speed, a 33% improvement. 332 memory layers with optimized floor plan efficiency, improving bit density by 59%. Enhanced data input/output power efficiency, reducing power consumption by 10% for input and 34% for output. Support for Toggle DDR6.0, SCA protocol and PI-LTT technology to enable high-speed, low-power operation. Sandisk leads the way in flash innovation, from increasing bits per cell over time to advancing technologies in controller architecture, firmware, packaging, and system flash that improve the performance, efficiency, and utility of flash at scale. With a unique portfolio of leading IP and global manufacturing footprint, Sandisk controls its entire production lifecycle from design to manufacturing to final assembly with global operations, resulting in exceptional quality control, cost efficiency, faster time to market, and strong supply chain resilience. Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to Mex$39,670, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Tech industry globally. Valuation Update With 7 Day Price Move • Jun 13
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to Mex$34,110, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 16x in the Tech industry globally. Total returns to shareholders of 4,454% over the past year. Recent Insider Transactions • Jun 03
Executive VP & CTO recently sold Mex$61m worth of stock On the 1st of June, Alper Ilkbahar sold around 2k shares on-market at roughly Mex$30,515 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$178m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • May 25
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to Mex$26,275, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Tech industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$12,695 per share. Recent Insider Transactions • May 16
Independent Director recently sold Mex$15m worth of stock On the 8th of May, Necip Sayiner sold around 579 shares on-market at roughly Mex$25,868 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$38m. Insiders have been net sellers, collectively disposing of Mex$57m more than they bought in the last 12 months. Recent Insider Transactions • May 14
Independent Director recently sold Mex$15m worth of stock On the 8th of May, Necip Sayiner sold around 579 shares on-market at roughly Mex$25,868 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth Mex$38m. Insiders have been net sellers, collectively disposing of Mex$57m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • May 10
Investor sentiment improves as stock rises 39% After last week's 39% share price gain to Mex$26,860, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 15x in the Tech industry globally. Total returns to shareholders of 3,540% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$12,235 per share. Annuncio • May 03
Sandisk Corporation Provides Earnings Guidance for Fourth Quarter of 2026 Sandisk Corporation provided earnings guidance for fourth quarter of 2026. For the period, the company expects Revenue to be in the range of $7,750 million - $8,250 million. Reported Earnings • May 02
Third quarter 2026 earnings released: EPS: US$24.43 (vs US$13.33 loss in 3Q 2025) Third quarter 2026 results: EPS: US$24.43 (up from US$13.33 loss in 3Q 2025). Revenue: US$5.95b (up 251% from 3Q 2025). Net income: US$3.62b (up US$5.55b from 3Q 2025). Profit margin: 61% (up from net loss in 3Q 2025). The move to profitability was primarily driven by higher revenue. Revenue is forecast to grow 34% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Tech industry. Annuncio • Apr 01
Sandisk Corporation to Report Q3, 2026 Results on Apr 30, 2026 Sandisk Corporation announced that they will report Q3, 2026 results on Apr 30, 2026 Recent Insider Transactions • Feb 27
Independent Director recently sold Mex$38m worth of stock On the 25th of February, Miyuki Suzuki sold around 4k shares on-market at roughly Mex$10,768 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$42m more than they bought in the last 12 months. Reported Earnings • Jan 30
Second quarter 2026 earnings released: EPS: US$5.46 (vs US$0.91 in 2Q 2025) Second quarter 2026 results: EPS: US$5.46 (up from US$0.91 in 2Q 2025). Revenue: US$3.03b (up 61% from 2Q 2025). Net income: US$803.0m (up US$699.0m from 2Q 2025). Profit margin: 27% (up from 5.5% in 2Q 2025). Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Global Tech industry. Annuncio • Jan 30
Sandisk Corporation Provides Earnings Guidance for the Fiscal Third Quarter of 2026 Sandisk Corporation provided earnings guidance for the fiscal third quarter of 2026. For the quarter, the company expected revenue of $4,400 million to $4,800 million. Board Change • Jan 08
High number of new and inexperienced directors There are 10 new directors who have joined the board in the last 3 years. The company's board is composed of: 10 new directors. No experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annuncio • Jan 03
Sandisk Corporation Appoints Alexander R. Bradley to Board of Directors and Audit Committee, Effective December 30, 2025 Sandisk Corporation announced that Alexander R. Bradley has joined its board of directors and been appointed to the audit committee, effective December 30, 2025. Since 2016, Bradley has served as Chief Financial Officer of First Solar, a leading American solar technology and manufacturing company. He first joined the company in 2008 and held key leadership roles, including as vice president of both treasury and project finance, where he structured and financed major solar projects across the globe. Prior to joining First Solar, Bradley worked in investment banking and leveraged finance at HSBC in London and New York, focusing on the energy and utilities sector. He also served as an officer and board member of the general partner of 8point3 Energy Partners. Bradley holds a Master of Arts degree from the University of Edinburgh, Scotland. With this appointment, Sandisk’s board of directors is comprised of eight directors, seven of whom are external and independent. Annuncio • Dec 31
Sandisk Corporation to Report Q2, 2026 Results on Jan 29, 2026 Sandisk Corporation announced that they will report Q2, 2026 results on Jan 29, 2026 Recent Insider Transactions • Dec 12
Independent Director recently sold Mex$4.5m worth of stock On the 3rd of December, Necip Sayiner sold around 1k shares on-market at roughly Mex$3,564 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Recent Insider Transactions • Dec 08
Independent Director recently sold Mex$4.5m worth of stock On the 3rd of December, Necip Sayiner sold around 1k shares on-market at roughly Mex$3,564 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Annuncio • Nov 27
Sandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value Index Sandisk Corporation(NasdaqGS:SNDK) dropped from Russell Small Cap Comp Value Index Board Change • Nov 20
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Reported Earnings • Nov 08
First quarter 2026 earnings released: EPS: US$0.77 (vs US$1.47 in 1Q 2025) First quarter 2026 results: EPS: US$0.77 (down from US$1.47 in 1Q 2025). Revenue: US$2.31b (up 23% from 1Q 2025). Net income: US$112.0m (down 47% from 1Q 2025). Profit margin: 4.9% (down from 11% in 1Q 2025). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Global Tech industry. Annuncio • Nov 07
Sandisk Corporation Provides Earnings Guidance for Second Quarter of Fiscal 2026 Sandisk Corporation provided earnings guidance for second quarter of fiscal 2026. For the quarter, the company's revenue expected to be in the range of $2.55 billion to $2.65 billion. Board Change • Nov 03
High number of new and inexperienced directors There are 9 new directors who have joined the board in the last 3 years. The company's board is composed of: 9 new directors. 2 experienced directors. No highly experienced directors. Chairman & CEO David V. Goeckeler is the most experienced director on the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Annuncio • Oct 08
Sandisk Corporation, Annual General Meeting, Nov 18, 2025 Sandisk Corporation, Annual General Meeting, Nov 18, 2025. Annuncio • Sep 22
Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD) Sandisk Corporation(NasdaqGS:SNDK) dropped from FTSE All-World Index (USD) Reported Earnings • Aug 16
Full year 2025 earnings released: US$11.32 loss per share (vs US$4.67 loss in FY 2024) Full year 2025 results: US$11.32 loss per share (further deteriorated from US$4.67 loss in FY 2024). Revenue: US$7.36b (up 10% from FY 2024). Net loss: US$1.64b (loss widened 144% from FY 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Global Tech industry. Annuncio • Aug 15
Sandisk Corporation Provides Earnings Guidance for Fiscal First Quarter of 2026 Sandisk Corporation provided earnings guidance for Fiscal First Quarter of 2026. For the quarter, the company's revenue expected to be in the range of $2.10 billion to $2.20 billion. Annuncio • Aug 05
Sandisk Showcases UltraQLC Technology Platform with Milestone Enterprise SSD Capacity at FMS 2025 Sandisk demonstrated a high-capacity 256TB1 NVMe enterprise SSD, a breakthrough in storage capacity, performance and power efficiency, made possible by Sandisk's new enterprise-grade UltraQLC platform. Offering extraordinary capacity, the UltraQLC platform marks a significant achievement in NAND architecture, built with a combination of BiCS8 QLC CBA NAND, custom controllers and advanced system optimizations. As workloads and business requirements evolve in the AI era, flash storage must become more customizable to match complex workloads. The new SANDISK 256TB1 NVMe SSD, built on the UltraQLC platform, is designed for AI-driven, data-intensive workloads like data ingest, preparation, and fast AI data lakes with high-performance speeds and power efficiency, while improving TCO for high-capacity applications in hyperscale cloud. The SANDISK UltraQLC 256TB1 NVMe SSD sets a new benchmark for hyperscale flash storage, purpose-built for the fast, intelligent data lakes powering AI at scale. With lower latency, higher bandwidth, and greater reliability, it delivers the performance needed for today's most demanding AI workloads. Key innovations include: Direct Write QLC, which eliminates SLC buffering by enabling power-loss safe writes on the first pass; BiCS8 2Tb QLC die that doubles storage density while maintaining compact die sizes; UltraQLC power optimization, which uses Dynamic Frequency Scaling for up to 10% higher performance for a given power level2 (projected); Scalable multi-core controller that helps ensure high throughput and endurance at extreme capacities; Data Retention (DR) profile that reduces DR recycles by up to 33%3 (projected), improving drive reliability, resilience and continuous access to data while decreasing power consumption. The SANDISK SN670 128TB1 NVMe SSD and SANDISK UltraQ LC 256TB1 NVMe SSD will be available in U.2 form factor in the first half of 2026, with additional form factors available later in the year. Board Change • Jul 29
High number of new directors Member of Technical Advisory Board David Patterson was the last director to join the board, commencing their role in 2025. Annuncio • Jul 25
Sandisk Corporation Announces Advisory Board Appointments Sandisk Corporation announced the formation of a Technical Advisory Board to guide the development and strategy of its groundbreaking High Bandwidth Flash (HBF™) memory technology. The board includes industry experts and senior technical leaders from both within and outside the company. Appointed on July 24, 2025, Professor David Patterson and Raja Koduri will provide strategic guidance, technical insight, market perspective, and shape open standards as Sandisk prepares to launch HBF. Professor David Patterson, Pardee Professor of Computer Science, Emeritus at the University of California at Berkeley and a Google distinguished engineer, will lead the Technical Advisory Board and guide the group toward actionable insights and decisions. He is a prominent computer scientist known for co-developing Reduced Instruction Set Computing (RISC), which revolutionized processor design. He played key roles in the development of Redundant Array of Inexpensive Disks (RAID), and Networks of Workstations (NOW). Patterson co-authored the seminal textbook Computer Architecture: A Quantitative Approach and was also awarded the 2017 ACM Turing Award for his contributions to the industry. Raja Koduri is a computer engineer and business executive renowned for leading graphics architecture, with previous positions at AMD as Senior Vice President and Chief Architect and at Intel as Executive Vice President of Accelerated Computing Systems and Graphics. He directed the development of AMD’s Polaris, Vega, and Navi GPU architectures, Intel’s Arc and Ponte Vecchio GPUs, and spearheaded Intel’s foray into discrete graphics. In early 2023, he founded a startup focused on generative AI for gaming, media, and entertainment, and joined the Board of Tenstorrent in the AI and RISC-V semiconductor space. Most recently, he serves as Founder/CEO of Oxmiq Labs and Co-Founder of Mihira Visual Studios and continues to shape graphics and AI innovation through advisory and board roles across the semiconductor industry. Annuncio • Jul 17
Sandisk Corporation to Report Q4, 2025 Results on Aug 14, 2025 Sandisk Corporation announced that they will report Q4, 2025 results on Aug 14, 2025 Annuncio • Jun 06
Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million. Sandisk Corporation has completed a Follow-on Equity Offering in the amount of $713.581369 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 18,534,581
Price\Range: $38.5
Discount Per Security: $1.155 Annuncio • May 31
Sandisk Corporation has filed a Follow-on Equity Offering. Sandisk Corporation has filed a Follow-on Equity Offering.
Security Name: Common Stock
Security Type: Common Stock Board Change • May 09
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Annuncio • Apr 23
Sandisk Corporation to Report Q3, 2025 Results on May 07, 2025 Sandisk Corporation announced that they will report Q3, 2025 results on May 07, 2025 Annuncio • Mar 12
Sandisk Corporation Appoints Michael R. Pokorny as Chief Accounting Officer On March 6, 2025, the Board of Directors of Sandisk Corporation appointed Michael R. Pokorny as Chief Accounting Officer of the Company. In this position, Mr. Pokorny will serve as the Company’s principal accounting officer.Mr. Pokorny, 48, previously served as Vice President, Controller at Splunk Inc., a cybersecurity software company, from November 2022 to October 2024. Between 2012 and 2022, Mr. Pokorny served in various roles of increasing responsibility within the accounting team at Amazon.com Inc., including as Director, AWS Accounting from October 2020 to November 2022. Prior to that, between 2004 and 2012, Mr. Pokorny served as Vice President, Financial Reporting at Walker & Dunlop Inc. as a Staff Accountant at the U.S. Securities and Exchange Commission, and in progressive roles in public accounting at KPMG LLP. Mr. Pokorny holds a Bachelor of Science degree in Accounting from the University of Maryland. Reported Earnings • Mar 09
Second quarter 2025 earnings released Second quarter 2025 results: EPS: US$0.91. Net income: US$104.0m (up US$104.0m from 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Global Tech industry.