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Investor Relations14 Oct 2025
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Sandisk (SNDK) investor relations material
Sandisk Goldman Sachs Communicopia + Technology Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Communicopia + Technology Conference 2025 summary10 Sep, 2025
Strategic and market outlook
Six months post-separation, execution aligns with initial expectations, with strong optimism for market potential and supply-demand dynamics favoring an undersupplied market through 2026.
No major course corrections needed; focus remains on ramping BiCS 8 technology, expected to reach 40–50% of portfolio by fiscal year-end.
Cash flow generation and debt reduction are on track, with net cash flow positivity anticipated soon.
CapEx is slightly elevated due to BiCS 8 transition but remains disciplined, with free cash flow expected to be positive for the year.
The joint venture with KIOXIA is highlighted for its R&D and manufacturing efficiency, enabling significant innovation and cost advantages.
Industry trends and supply-demand dynamics
NAND industry is shifting from elasticity-driven supply to a focus on matching supply with demand, reducing capital intensity and improving financial dynamics.
Demand is strong across PCs, smartphones, and data centers, with double-digit exabyte growth expected to continue into 2026.
Pricing is rising in some segments, with a recent 10% increase for certain consumer products, reflecting tight market conditions.
Bit supply growth is targeted to match mid-teens CAGR demand, with no immediate need for industry consolidation.
The market is seen as fundamentally changing, with improved economics anticipated as new management approaches take hold.
Product innovation and technology roadmap
High Bandwidth Flash (HBF) was announced, targeting AI inference applications, with sampling planned for late 2026 and system availability in early 2027.
BiCS 8 ramp is a major focus, expected to provide cost tailwinds and improved performance as it becomes a larger share of the portfolio.
Enterprise SSD portfolio is expanding, with new products undergoing customer qualifications and a goal to increase market share.
The Stargate platform for high-density AI data lakes is entering customer qualification, aiming for leadership in next-generation capacity points.
R&D investment remains a priority, especially for HBF and enterprise SSDs, while SG&A efficiencies are pursued.
Assess sustainability of competitor supply discipline.
HBF's role in AI inference architecture.
Enterprise SSD share growth strategy and timeline.
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Q1 20266 Nov, 2025
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Frequently asked questions
SanDisk Corporation was a U.S.-based company that designed, developed, and manufactured flash memory storage solutions. Its product portfolio included USB drives, memory cards, solid-state drives (SSDs), and embedded storage systems used in consumer electronics, enterprise data centers, and mobile devices. SanDisk served original equipment manufacturers, retailers, and end-users across global markets. The company was known for its innovations in NAND flash memory technology. SanDisk Corporation was headquartered in Milpitas, California, and its shares were listed on the NASDAQ before the company was acquired by Western Digital.
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