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Price · 1Y
$1,436.56
Thesis
SanDisk is the standalone NAND flash and SSD business spun out of Western Digital in February 2025. The independent structure sharpens capital allocation against a NAND cycle in which AI-datacenter capacity-tier storage is becoming a meaningful incremental demand driver alongside traditional client and mobile end-markets.
Catalysts
- AI capacity-tier SSD adoption in hyperscale fleets
- NAND pricing recovery and supply discipline
- Kioxia joint-venture node transitions
- Standalone cost structure and capital-return policy