Wall St Engine(@wallstengine):SanDisk $SNDK highlighting its capital efficiency in NAND. From 2021–2025, SanDisk + Kioxia accounted for just 13% of industry NAND capex but produced 29% of total NAND output. That translates to a 223% production-to-capex ratio, well ahead of peers.

Wall St Engine

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参加 March 2022

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Wall St Engine@wallstengine

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SanDisk $SNDK highlighting its capital efficiency in NAND. From 2021–2025, SanDisk + Kioxia accounted for just 13% of industry NAND capex but produced 29% of total NAND output. That translates to a 223% production-to-capex ratio, well ahead of peers.