COMPANIES · CHIP MFG & PACKAGING
Sandisk
Sandisk makes NAND flash memory and the products built from it: data-center and PC solid-state drives, embedded storage for phones and devices, memory cards and USB drives. It became a standalone company in February 2025 when Western Digital separated its flash business.
Sandisk makes NAND flash memory and the products built from it: data-center and PC solid-state drives, embedded storage for phones and devices, memory cards and USB drives. It became a standalone company in February 2025 when Western Digital separated its flash business.
AI training and inference data centers need large amounts of fast flash storage, and Sandisk says its datacenter segment revenue grew more than fivefold in fiscal 2026; it is also co-developing High Bandwidth Flash, a NAND-based memory tier intended to sit near AI processors.
Data-center operators, PC and phone makers, and consumers pay it for flash memory chips, SSDs, embedded storage and removable storage products.
United States
Chip manufacturing, memory and packaging. The foundries, memory makers, and packaging and testing businesses that physically manufacture AI chips. This is where a chip design actually becomes a real, physical piece of silicon.
Same-layer peers share an editorial stack classification; that alone does not establish direct competition.
Connections (7)
Every connection below is tied to a readable source, date, classification and statement of its limits. A company source establishes what that company stated; it does not necessarily provide independent confirmation.
Current relationships (5)
Source: 2026-08-03 · reviewed 2026-09-26
Evidence: Primary-source statement · Joint specification published
Limits: Establishes joint work on a published specification only; does not establish that HBF products are shipping, which company will manufacture them, or any commercial terms between the two.
Sandisk and SK hynix Advance Global Standardization of High Bandwidth Flash with Release of First OCP Technical Specification ↗Source: 2026-08-03 · reviewed 2026-09-26
Evidence: Primary-source statement · Consortium membership reported
Limits: Consortium membership only; does not establish that Google buys, has committed to buy, or will deploy HBF products from Sandisk.
Sandisk and SK hynix Advance Global Standardization of High Bandwidth Flash with Release of First OCP Technical Specification ↗Source: 2026-08-03 · reviewed 2026-09-26
Evidence: Primary-source statement · Consortium membership reported
Limits: Consortium membership only; does not establish that Tenstorrent buys, has committed to buy, or will deploy HBF products from Sandisk.
Sandisk and SK hynix Advance Global Standardization of High Bandwidth Flash with Release of First OCP Technical Specification ↗Source: 2026-01-29 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: Does not disclose each partner's output share, pricing of wafers, or the joint venture's profitability.
Kioxia and Sandisk Extend Yokkaichi Joint Venture Agreement Through 2034 ↗Source: 2025-06-04 · reviewed 2026-09-26
Evidence: Primary-source statement · Reported operating
Limits: Establishes the venture's ownership and role as of the June 2025 filing; does not disclose volumes, pricing, or Sandisk's share of output from the facility.
Sandisk Corporation Form S-1/A ↗Dated or announced (2)
Source: 2026-08-27 · reviewed 2026-09-26
Evidence: Primary-source statement · Announced; not confirmed operating
Limits: Planned investment contingent on government support; does not establish timing of spending, capacity added, or the split between the companies.
Kioxia and Sandisk to Invest Over $31 Billion in Japan, Extending Leadership in Memory Industry ↗Source: 2026-03-25 · reviewed 2026-09-26
Evidence: Primary-source statement · Agreement signed; completion not confirmed by this source
Limits: Signed subscription agreement; this filing does not confirm the closing, and the supply arrangement's volumes and pricing are not given.
Sandisk Corporation Form 8-K (March 25, 2026) ↗Sandisk Reports Fiscal Fourth Quarter 2026 Financial Results ↗
Reviewed
Inclusion in this database is not an endorsement of a company or its securities. Nothing here is a recommendation to buy or sell anything, and none of it is individualized investment advice. See the disclosures. Data: AI Map v3.24, released .