# 샌디스크 (SNDK)
> NAND 플래시·SSD 제조사(점유율 약 12%). 2025년 웨스턴디지털에서 분사. 키옥시아와 일본 합작 생산. 소비자·엔터프라이즈 SSD에 강점.
Canonical: https://valuechain.wiki/sandisk · Updated: 2026-06-21T11:58:45.50118+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: NAND 플래시·SSD
- 사업부문: NAND 플래시·SSD

## Annual stock return (as of 2026-06-18)
- 2026 YTD: +820.4%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-18)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 아마존 | lead1 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| 샌디스크 | node | · | · | · | · | · | +820.4% |
| 램리서치 | benef1 | +53.7% | -40.8% | +88.8% | -6.9% | +139.5% | +128.1% |
| 도쿄일렉트론 | benef1 | +40.4% | -14.5% | +89.8% | -4.4% | +61.6% | +84.1% |
| ASML | benef1 | +64.1% | -30.5% | +39.9% | -7.7% | +55.8% | +81% |
| MKS Instruments | benef2 | +16.4% | -51% | +22.6% | +2.2% | +54.4% | +154.7% |
| 원익QnC | benef2 | +26.2% | +2% | +11.9% | -33.7% | +53.4% | +25.1% |
| 티씨케이 | benef2 | -10.1% | -16.9% | +2.8% | -28.7% | +225.7% | +8.6% |
| 하나머티리얼즈 | benef2 | +106% | -30.5% | +26.1% | -47.4% | +173.9% | -3.6% |

## Money in · revenue from (2)
### 아마존 (mid)  → /amazon.md
- metric: 점유율 >12 · 2024 · NAND 세계 점유율
- note: 아마존에 엔터프라이즈 SSD 공급.
- [confirms] 비즈니스포스트 (KO, news, published 2025-11-01) https://www.businesspost.co.kr/BP?command=article_view&num=437533: "아마존에 엔터프라이즈 SSD 공급."
- [confirms] SEC EDGAR (EN, filing, published 2025-08-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNDK&type=10-K: "아마존에 엔터프라이즈 SSD 공급."

### 소비자·스토리지 OEM (비공개) (mid)
- note: 엔터프라이즈 SSD을(를) 소비자·스토리지 OEM에 공급.
- [confirms] SEC EDGAR (EN, filing, published 2025-08-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNDK&type=10-K: "엔터프라이즈 SSD을(를) 소비자·스토리지 OEM에 공급."

## Money out · pays to (4)
### 도쿄일렉트론 (high)  → /tokyo-electron.md
- note: 도쿄일렉트론에서 NAND 양산 장비 매입.
- [confirms] 비즈니스포스트 (KO, news, published 2025-11-01) https://www.businesspost.co.kr/BP?command=article_view&num=437533: "도쿄일렉트론에서 NAND 양산 장비 매입."
- [confirms] SEC EDGAR (EN, filing, published 2025-08-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNDK&type=10-K: "도쿄일렉트론에서 NAND 양산 장비 매입."

### 램리서치 (high)  → /lam-research.md
- note: 램리서치에서 NAND 양산 장비 매입.
- [confirms] 비즈니스포스트 (KO, news, published 2025-11-01) https://www.businesspost.co.kr/BP?command=article_view&num=437533: "램리서치에서 NAND 양산 장비 매입."
- [confirms] SEC EDGAR (EN, filing, published 2025-08-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNDK&type=10-K: "램리서치에서 NAND 양산 장비 매입."

### ASML (mid)  → /asml.md
- note: ASML에서 NAND 양산 장비 매입.
- [confirms] 비즈니스포스트 (KO, news, published 2025-11-01) https://www.businesspost.co.kr/BP?command=article_view&num=437533: "ASML에서 NAND 양산 장비 매입."
- [confirms] SEC EDGAR (EN, filing, published 2025-08-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNDK&type=10-K: "ASML에서 NAND 양산 장비 매입."

### 부품·소재·R&D (비공개) (low)
- note: 제조용 부품·소재·R&D(비공개).
- [confirms] SEC EDGAR (EN, filing, published 2025-08-01) https://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=SNDK&type=10-K: "제조용 부품·소재·R&D(비공개)."

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