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Sandisk (SNDK) investor relations material
Sandisk UBS’s 2025 Global Technology and AI Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.UBS’s 2025 Global Technology and AI Conference summary2 Dec, 2025
Market strategy and supply management
Managing supply for mid-teens growth rate, moving away from historical cost-down focus due to changing economics in the NAND market.
Market now operates efficiently with supply and demand equalizing rapidly through price, following inventory normalization.
Large market size ($90B TAM) limits the ability of any single supplier to distort supply-demand dynamics.
Investment decisions are based on long-term (10-year) returns, while customer commitments are typically much shorter.
Future supply growth depends on greater demand-side commitment, potentially through long-term agreements (LTAs).
Customer engagement and long-term agreements
Early discussions underway with a few large customers about LTAs extending into 2026 and beyond.
Most customer commitments remain short-term, with only a small number engaging in longer-term agreements.
Greater alignment between supplier investment horizons and customer commitments is needed for faster market growth.
Geographic and market opportunities
China market is largely supplied by a strong domestic player, but incremental opportunities remain for others.
Participation in China continues, with a significant consumer franchise and ongoing engagement with local customers.
What factors sustain NAND supply discipline?
What is needed for faster NAND supply growth?
Sandisk's strategy to gain eSSD market share
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Barclays 23rd Annual Global Technology Conference10 Dec, 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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