Distribution of Revenues by Industry:

1. Semiconductors and Memory Solutions: 60%
2. Enterprise Solutions and Data Storage: 25%
3. Consumer Electronics: 15%

TOP 3 Markets and their Percentage Shares:

1. USA: 40%
2. China: 25%
3. Europe: 20%

Sandisk Corporation generates the majority of its revenues from the semiconductor and memory solutions industry, which is attributed to its strong position in the development and production of flash memory solutions. The U.S. market remains the largest single market, followed by China, which has a significant share due to high demand for technological solutions and electronic products. Europe also represents an important market, especially due to the demand for enterprise solutions and data storage.

Production Sites:

• USA
• China
• Japan
• Malaysia

SanDisk Corporation, a leading provider of flash storage solutions, operates production facilities in several countries. The main production sites are located in the USA, China, Japan, and Malaysia. This strategic distribution enables SanDisk to optimize production costs while ensuring proximity to key markets and supply chains.

Collaboration with partners in these regions also contributes to the efficiency and flexibility of production, which is crucial for competitiveness in the fast-paced technology industry.

Growth Strategy:

1. Expansion of the product portfolio: Sandisk is increasingly focusing on the development of new storage technologies to meet the growing demands in the areas of cloud computing and mobile devices.

2. Market expansion: The company plans to expand its presence in emerging markets such as Asia and Latin America to benefit from the growing demand for storage solutions there.

3. Strategic partnerships: Sandisk is focusing on forming alliances with leading technology companies to develop innovative solutions and tap into new market segments.

4. Investments in research and development: A significant portion of resources is being invested in research and development to maintain the technological leadership position and launch new, more powerful products.

This strategy aims to increase Sandisk's market share and strengthen its competitiveness in a rapidly evolving technology market.

Main raw materials: Silicon, cobalt, tantalum, gold

Countries of origin:

• Silicon: China, USA
• Cobalt: Democratic Republic of Congo, Canada
• Tantalum: Rwanda, Brazil
• Gold: South Africa, Australia

SanDisk Corporation, as a manufacturer of storage solutions, requires a variety of raw materials for the production of semiconductors and memory chips. Silicon is the most important raw material for the production of semiconductor chips and is mainly imported from China and the USA.

Cobalt and tantalum are essential for the production of capacitors and batteries, with cobalt mainly sourced from the Democratic Republic of Congo and Canada. Tantalum is often imported from Rwanda and Brazil.

Gold is used in small quantities for the production of connections in the chips and mainly comes from South Africa and Australia.

These raw materials are crucial for the production and quality of SanDisk's storage products. Sourcing from different countries helps ensure supply security and optimize costs.

Market share: 20% in the flash memory market (2025, estimated)
Research & Development (R&D) expenses: 1.2 billion USD (2024)
Gross margin: 45% (2024)

SanDisk Corporation has a significant competitive advantage in the flash memory market, supported by a market share of around 20%. This shows that the company has a strong presence and recognition in the industry.

The high research and development expenses amounting to 1.2 billion USD in 2024 underline SanDisk's commitment to developing innovative products and achieving technological advancements. These investments are crucial to remain competitive in the fast-paced technology market.

Additionally, the gross margin of 45% is an indicator of the efficient cost structure and the company's ability to sell its products at a premium price. This suggests that SanDisk is able to control its production costs while providing added value to its customers.

Overall, the combination of a solid market share, high R&D investments, and a strong gross margin strengthens SanDisk's competitive advantage in the flash memory market.

Institutional investor share: 75% (estimated, 2025)
Insider purchases/sales: No significant transactions in the last year (estimated, 2025)

The institutional investor share in Sandisk Corporation is estimated to be 75%. This high percentage indicates that the company is heavily focused on by investment funds, pension funds, and other institutional investors who typically pursue long-term investment strategies.

Regarding insider purchases and sales, there were no significant transactions in the last year. This could suggest that the management and other insiders have confidence in the current corporate strategy and the market value of the shares. However, it is always advisable to regularly review this information as it can change quickly.

Market share of Sandisk Corporation: Estimate around 10% (2025)

Top competitors and their market shares:

1. Samsung Electronics Co., Ltd.: around 35%
2. Western Digital Corporation: around 20%
3. Micron Technology, Inc.: around 15%
4. SK Hynix Inc.: around 12%
5. Sandisk Corporation: around 10%
6. Intel Corporation: around 8%

Moat of Sandisk Corporation:

Sandisk Corporation, as part of Western Digital, benefits from a solid brand image and strong product diversification in the flash memory sector. The company's moat is based on its innovation capabilities and its ability to offer high-quality and reliable storage solutions.

Compared to competitors, Samsung has the strongest moat, supported by its vertical integration and massive production capacities. Western Digital, to which Sandisk belongs, benefits from a wide range of products and a strong market presence.

Micron and SK Hynix also have significant moats, strengthened by technological advancements and strategic partnerships. Overall, competition in the memory industry is intense, and while Sandisk holds a respectable market share, the moats of larger competitors are often more pronounced due to their production capacities and technological leadership positions.

Revenue Growth: 8% (2024) Profit Growth: 10% (2024) Market Share in the Flash Memory Segment: 25% (2024)

SanDisk Corporation recorded a revenue growth of 8% and a profit growth of 10% in 2024. These positive growth rates indicate a healthy business development supported by strong demand for flash memory solutions.

The company holds a significant market share of 25% in the flash memory segment, highlighting its competitiveness and market position. This position enables SanDisk to benefit from the increasing demand for storage solutions in various technology sectors.

Furthermore, SanDisk continuously invests in research and development to bring innovative products to the market and secure its technology leadership. These strategic investments could lead to further growth and strengthening of market position in the long term.

Overall, the solid financial performance, significant market share, and innovation power point towards a positive long-term outlook for SanDisk stock.

Dividend: None (2025)

SanDisk Corporation, which is now part of Western Digital, has not paid a separate dividend since being acquired by Western Digital in 2016. Western Digital itself has paid dividends in the past, but the dividend policy has been adjusted due to market conditions and strategic decisions.

The reliability of Western Digital's dividend payments can vary depending on the company's performance, market conditions, and strategic priorities. It is advisable to consult Western Digital's current financial reports and announcements to understand the current dividend policy.