{"city":"Milpitas","name":"Sandisk","slug":"sandisk","facts":[{"date":"2026-08-03","type":"product_launch","value":"First High Bandwidth Flash technical specification","source":"sandisk.com"},{"date":"2026-08-03","type":"product_launch","value":"Sandisk and SK hynix announced the release of the first High Bandwidth Flash technical specification through the Open Compute Project for AI inference systems.","source":"sandisk.com"},{"date":"2026-07-03","type":"ownership_change","value":"Western Digital ceased to be a related party of Sandisk","source":"sec.gov"},{"date":"2026-07-03","type":"revenue","value":"USD 20248000000","source":"sec.gov"},{"date":"2026-07-03","type":"ownership_change","value":"Western Digital completed the disposition of its Sandisk shares, and Western Digital ceased to be a related party of Sandisk.","source":"sec.gov"},{"date":"2026-07-03","type":"revenue","value":"Fiscal year 2026 revenue","source":"sec.gov"}],"peers":[],"stage":"public","state":"California","aliases":[],"country":"United States","domains":[{"why":"Sandisk develops and supplies flash memory, including the High Bandwidth Flash specification for AI inference systems, manufactured with Kioxia.","list":null,"rank":null,"tier":"watchlist","layer":null,"total":44,"domain":"AI Core","scores":{"gate_ne":["technology","firepower"],"leverage":6,"position":5,"progress":10,"firepower":1,"commercial":10,"deployment":1,"production":10,"technology":1},"edition":null,"segment":null}],"founded":null,"signals":[{"date":"2026-10-30","header":"SanDisk forecasts KV cache will represent about one-third of AI data-center flash demand by the end of the decade.","outlet":"36Kr newsflashes"},{"date":"2026-10-30","header":"SanDisk expects data centers to account for more than 55% of the storage market in 2027.","outlet":"36Kr newsflashes"},{"date":"2026-10-30","header":"SanDisk has locked roughly half of its fiscal 2027 capacity to NBM projects.","outlet":"36Kr newsflashes"},{"date":"2026-10-30","header":"SanDisk is receiving NAND flash reorders as customers expand infrastructure capacity plans.","outlet":"36Kr newsflashes"},{"date":"2026-10-16","header":"VanEck Semiconductor ETF fell 9.70% this week in a broad semiconductor selloff.","outlet":"Yicai"},{"date":"2026-09-28","header":"Tesla and SanDisk shares drop over 3% in tech sell-off","outlet":"36Kr newsflashes"}],"website":"https://www.sandisk.com","category":"AI Infra · Fabrication, memory & packaging","categories":[{"name":"HBM & DRAM","domain":"AI Core","parent":"AI Infra · Fabrication, memory & packaging"}],"last_round":null,"updated_at":"2026-10-30T10:01:09.535+00:00","facts_total":10,"positioning":"","sub_category":"HBM & DRAM","signals_total":29,"url":"https://www.frontiertechintelligence.com/companies/sandisk","title":"Sandisk · ai core, Milpitas, California, United States · scores, facts and signals · Frontier Tech Intelligence","description":"Sandisk develops and supplies flash memory, including the High Bandwidth Flash specification for AI inference systems, manufactured with Kioxia. AI Core watchlist (score 44) 29 signals and 10 facts with sources.","publisher":"Frontier Tech Intelligence (Future Frontiers, a trade name of Essential Cognition Inc.)","note":"Assessment by Frontier Tech Intelligence; facts and signals carry their sources."}