SanDisk
SanDisk is a major in the Memory segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Kioxia Holdings, Adeia Inc.. Its key customers include Kingston Technology, Dell Technologies, Hewlett Packard Enterprise.
NAND and SSD maker spun out of Western Digital in 2025.
- Ticker
- NASDAQ: SNDK
- Headquarters
- United States
- Revenue
- $20.2B (FY2026) · +175.3% YoY
- Net income
- $11.4B
- Operating margin
- 61.2%
- Market position
- major
- Value-chain segment
- NAND
- Key products
- NAND, consumer SSDs
About SanDisk
SanDisk, headquartered in United States, operates in the NAND segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include NAND, consumer SSDs. wafergraph maps 2 tracked suppliers and 6 tracked customers for SanDisk across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it. SanDisk is a party to 1 tracked deal, including Western Digital acquires SanDisk.
Role in the chain
SanDisk is a market major in Memory (NAND), headquartered in United States. NAND and SSD maker spun out of Western Digital in 2025.
Diligence questions
- The dataset records 2 tracked suppliers for SanDisk. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 1 of SanDisk's tracked suppliers are a monopoly or leader (including Adeia Inc.). Which of those are actually single-source for the process step you care about?
- The dataset names 6 tracked customers for SanDisk. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- SanDisk is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- SanDisk trades as NASDAQ:SNDK. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- NAND
- consumer SSDs
Suppliers
Customers
More Memory companies
Compare with
Kioxia Holdings · Micron Technology · Samsung Electronics · SK hynix · Adeia Inc.
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “SanDisk — supply chain, financials & market position”, https://wafergraph.com/company/sandisk (data as of 2026-09-05).
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