Sandisk positioned for strong growth post-spinoff. Following its separation from Western Digital, the company benefits from a tightening NAND flash memory market as competitors shift capacity toward higher-margin HBM chips. This supply constraint creates an opportunity for Sandisk to expand both margins and market share. The Kioxia joint venture provides cost stability and reliable wafer access, supporting margin expansion as AI-driven storage demand surges. Concerns about Google's TurboQuant technology appear overblown, as it does not threaten core NAND demand and may ultimately increase storage requirements. Sandisk's fundamental position in the semiconductor value chain remains exceptionally strong.
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