Semiconductors
Sandisk
Sandisk is a major NAND flash memory and storage company, spun off from Western Digital in February 2025 as a pure-play flash-memory business squarely aligned with AI infrastructure demand. Fiscal Q3 2026 revenue reached $5.95 billion, up 97% sequentially, with GAAP net income of $3.615 billion, driven by surging enterprise SSD demand and a shift toward multi-year supply agreements with enforceable financial commitments — three such contracts signed in the quarter carry roughly $42 billion in minimum contractual revenue. Analysts project average NAND prices rising 186% year-over-year across 2026, with data centers expected to overtake mobile as NAND's largest end market this year.
Leading Indicators
Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.
Additional Intelligence Signals
Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.
Earnings-call mentions
Mentions Western Digital
“On February 21, 2025, Sandisk Corporation (the Company) completed its separation from Western Digital Corporation (WDC) and became a standalone publicly traded company.”
SEC 8-K exhibit (0001628280-26-028879) · Apr 30, 2026
Mentions KIOXIA Holdings
“our reliance on strategic relationships with key partners, including Kioxia Corporation”
SEC 8-K exhibit (0001628280-26-028879) · Apr 30, 2026
Sources
Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.
Evidence
3 sources · 1 government/SEC filing · 86% avg. source confidence
- U.S. Securities and Exchange Commission (EDGAR) — Sandisk Corp FY2025 Annual Report (Form 10-K), filed with the SEC95% source confidence
- Sandisk investor relations / Q3 FY2026 earnings release — Sandisk Q3 FY2026 revenue triples to $5.95B, secures $42B in long-term AI NAND contracts85% source confidence
- BigGo Finance — Sandisk stock surges over 850% in first half of 2026 as NAND shortage persists through the decade78% source confidence
Insider Filing Activity
Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026
Dependency Map
What Sandisk depends on below, and who depends on Sandisk above — click any node to make it the new center, 5 levels deep.
Connection type
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The Story So Far (last 6 months)
Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.