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Sandisk Barclays 23rd Annual Global Technology Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Barclays 23rd Annual Global Technology Conference summary10 Dec, 2025
Market dynamics and demand trends
Market is rapidly evolving, with supply valued over price and ongoing rebalancing of supply-demand equilibrium.
Structural changes post-2023 downturn have led to less capital investment and a shift to mid-teens growth rates.
Data center demand is projected to surpass mobile as the largest NAND consumer by 2026, with significant growth expected.
Customers are increasingly seeking certainty of supply, prompting discussions on longer-term agreements.
Industry is moving toward more thoughtful supply management, with capital allocation based on long-term demand visibility.
Financial outlook and capital strategy
Gross margin target is 35% through-cycle, with current guidance aiming to exceed this due to changing market dynamics.
Prudent capital management continues, with ongoing reduction of term loan balance from $2 billion to $1.3 billion.
Capacity expansion decisions hinge on sustained, long-term demand visibility rather than short-term fluctuations.
Commitment to maximizing value across consumer, edge, and data center markets, maintaining optionality in all segments.
Technology and innovation
BiCS8 node transition is on track, with 15% portfolio penetration and plans to reach 40-50% by fiscal year-end.
HBF (High Bandwidth Flash) is being developed to address AI and data center needs, with memory die expected in late 2026 and controller in early 2027.
Collaboration with ecosystem partners, including Hynix, is key to integrating new technologies into customer roadmaps.
NAND's scalability positions it as a critical component in evolving AI and data center architectures.
What drives 40% data center exabyte growth by '26?
How do LTAs change capacity investment decisions?
Why will HBF succeed where others failed?
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Frequently asked questions
SanDisk Corporation was a U.S.-based company that designed, developed, and manufactured flash memory storage solutions. Its product portfolio included USB drives, memory cards, solid-state drives (SSDs), and embedded storage systems used in consumer electronics, enterprise data centers, and mobile devices. SanDisk served original equipment manufacturers, retailers, and end-users across global markets. The company was known for its innovations in NAND flash memory technology. SanDisk Corporation was headquartered in Milpitas, California, and its shares were listed on the NASDAQ before the company was acquired by Western Digital.
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