Investor Day presentation outlines roadmap and growth targets
SanDisk outlined a multi-generation BiCS NAND roadmap spanning BiCS9 through BiCS13, positioning it as the core driver of cost leadership.
Management highlighted a cash-positive balance sheet with no debt, backed by significant cash reserves.
The Nanya joint venture was extended through 2034, with SanDisk holding an about 4% equity stake.
The presentation cited the JV as the largest NAND wafer producer at 33%, based on TechInsights Q2 2026.
SanDisk targets mid-to-high teens annual revenue growth, supported by scaled bit output gains and systems capabilities across consumer, edge, and datacenter.
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