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SNDK Sandisk
Memory · NASDAQ · 한국어 페이지
NAND from the Kioxia JV fabs in Japan, assembled in Malaysia and China. Japan's nationwide memory exports match revenue growth best. Multi-year contracts from 2026 can delay how fast spot prices reach reported revenue.
Current-quarter revenue estimate
Quarter ending Jan 2027 · report date not set
Our estimate
$13.6B
$10.8B–$16.4B
vs a year ago
+350%
vs consensus
+11%
Low confidence · within ±5% in 1 of 4 backtested quarters, average error 8.3%. Model: company guidance adjusted by its historical beat rate.
Key supply-chain flow
Memory IC exports via Kansai · Narita → Malaysia + US imports of Malaysian SSDs · to Aug 2026
+464%last 3 months vs a year earlier · small base a year ago, read with care
Mapped data flows
How each flow moves with quarterly revenue (year-over-year correlation, flow leading by 0–2 quarters).
| Flow | Stage | Revenue link | Correlation | Data to |
|---|---|---|---|---|
Japan memory IC exports (nationwide) Japan MOF trade stats (e-Stat) | Production shipments | A Direct link | 0.95 | Sep 2026 |
Korea flash memory exports Korea Customs Service | Price benchmark | A Direct link | 0.92 | Sep 2026 |
US imports of SSDs US Census Bureau | End demand | A Direct link | 0.76 | Aug 2026 |
Memory IC exports via Kansai · Narita → Malaysia Japan MOF trade stats (e-Stat) | Production shipments | B Linked | 0.67 | Sep 2026 |
US imports of Malaysian SSDs US Census Bureau | Company shipments | B Linked | 0.63 | Aug 2026 |
Memory IC exports via Kansai Airport · Narita Japan MOF trade stats (e-Stat) | Price benchmark | C Industry context | 0.84 · leads 1Q | Sep 2026 |
A ≥0.7 direct link · B ≥0.5 linked · C ≥0.3 industry context · D weak. Fewer than 8 comparable quarters caps the grade at C.