Sandisk Corp
- 取引所
- 米国株
- 国 / 地域
- USA
- 上場日
- 2025年2月24日
- 従業員数
- 11,000
- 公式サイト
- www.sandisk.com
総合バリュエーションレンジ · 保守的 $300–$500 / 妥当 $500–$850 / 楽観的 $850–$1,100。$1,278.23 時点で 楽観的シナリオの上限を超過 · 将来の成長を先取り。
レポート公開時 $1,383.29（2026年5月20日）
データ提供：EODHD、報告通貨で表示。参考情報であり、投資助言ではありません。
Sandisk Corporation develops, manufactures, and sells data storage devices and solutions using NAND flash technology in the United States, Europe, the Middle East, Africa, Asia, and internationally. The company offers solid state drives for desktop and notebook PCs, gaming consoles, and set top boxes; and flash-based embedded storage products for mobile phones, tablets, notebook PCs and other portable and wearable devices, automotive applications, Internet of Things, industrial, and connected home applications, as well as removable cards, universal serial bus drives, and wafers and components. It sells its products to computer manufacturers and original equipment manufacturers, datacenters, private cloud customers, cloud service providers, resellers, distributors, and retailers through its sales personnel, dealers, distributors, retailers, and subsidiaries. Sandisk Corporation was incorporated in 2024 and is based in Milpitas, California.
沿革
Sandisk Corporation was incorporated in 2024 and is based in Milpitas, California, with around 11,000 employees. It became an independent public company through a spin-off from Western Digital, completing its IPO on February 24, 2025, with David Goeckeler as CEO and Luis Visoso as CFO since February 2025. The company develops, manufactures, and sells data storage devices and solutions based on NAND flash technology, including SSDs, flash-based embedded storage, removable cards, USB drives, and wafers and components. It co-develops and manufactures flash memory with Kioxia through the Flash Ventures joint venture, in which Sandisk holds 49.9% and Kioxia holds 50.1%.
業界での地位
Sandisk competes among the major global NAND flash makers. By 3Q25 NAND market share, Samsung held 32.3%, SK hynix 19.3%, Kioxia 15.3%, and SanDisk 12.4%. In enterprise SSDs, Sandisk's 4Q25 revenue was $440M, smaller than the leaders Samsung, SK Group, Micron, and Kioxia. The company has signed five long-term supply contracts, three of which are worth at least $42B, and is partnering with SK hynix on HBF, planning to provide samples in the second half of 2026 and first AI-inference device samples in early 2027.
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