SanDisk QJun25
Revenue up 12% q/q and 8% y/y to $1.9B. Bit shipments & ASPs MSD % q/q. All end markets up q/q. Underutilization continues. Under shipping demand will continue through '26. Near-term capital intensity to be above target as SNDK ramps BiCS8. Not pulling out from China, like MU. HBF partnership with Hynix.Source: Sravan Kundojjala
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