NAND flash and SSD
SanDisk
A NAND/SSD maker (~12% share), spun off from Western Digital in 2025; co-produces with Kioxia in Japan. Strong in consumer and enterprise SSDs.
SNDK Updated Jun 21, 2026
Annual return · 2026-06-18YTD+820.4%
SanDiskNAND flash and SSD
Financials & Segments
- Total revenue · NAND flash and SSD
- Segments · NAND flash and SSD
Revenue from
- Amazon Medium confidence· Market share >12 · 2024 · global NAND share
Supplies enterprise SSDs to 아마존. - 소비자·스토리지 OEM (비공개) Medium confidence
Supplies enterprise SSDs to 소비자·스토리지 OEM.
Pays to
- Tokyo Electron (TEL) High confidence
Buys NAND fab equipment from 도쿄일렉트론. - Lam Research High confidence
Buys NAND fab equipment from 램리서치. - ASML Medium confidence
Buys NAND fab equipment from ASML. - 부품·소재·R&D (비공개) Low confidence
Parts, materials and R&D (undisclosed).
Value-chain ripple (tiers 2–3)
Following node-to-node links up to 3 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Amazon | lead1 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +5.9 |
| SanDisk | node | · | · | · | · | · | +820.4 |
| Lam Research | benef1 | +53.7 | -40.8 | +88.8 | -6.9 | +139.5 | +128.1 |
| Tokyo Electron (TEL) | 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 |
| Wonik QnC | benef2 | +26.2 | +2 | +11.9 | -33.7 | +53.4 | +25.1 |
| TCK (Tokai Carbon Korea) | benef2 | -10.1 | -16.9 | +2.8 | -28.7 | +225.7 | +8.6 |
| Hana Materials | benef2 | +106 | -30.5 | +26.1 | -47.4 | +173.9 | -3.6 |
YTD as of 2026-06-18 · source: Yahoo Finance