Who Sandisk buys from and sells to
Sells NAND flash, SSDs and memory cards, with wafers made in its Japanese joint venture with Kioxia.
Buys from 3
- KioxiaNAND wafers from the Flash Ventures fabs in Japan
- Applied MaterialsAMATdeposition tools for the JV fabs
- Lam ResearchLRCXhigh-aspect etch for 3D NAND
Sells to 4
- Hyperscalersenterprise SSDs for AI data centres
- DellDELLclient SSDs for PCs
- HPHPQclient SSDs for PCs
- AmazonAMZNretail cards and drives
Where the chain could break
- Nearly all wafers come from the Kioxia JV fabs in Yokkaichi and Kitakami, Japan
- It covers half of the JV's fixed costs and pays Kioxia ~$1.2bn for supply through 2034
Competes with
- SamsungNAND and SSDs, the share leader
- SK hynixSKHYNAND and Solidigm enterprise SSDs
- MicronMUNAND and data-centre SSDs
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.