ENTITY · sandisk

SanDiskSNDK

United States·nand·major

NAND and SSD maker spun out of Western Digital in 2025.

CLEAR · 0–39

32/100 illustrative

Cascade ›Stress ›Graph ›Compare ›Substitutes ›Compliance brief ›Export cascade

Underwriting Thesis

CLEAR — SanDisk: sole-source / single-point-of-failure dominance compounded by criticality to DoD-exposed downstream programs in nand. A chokepoint underwriting concern at this tier.

Factor Breakdown

Foreign-Origin Concentration18

Sole-Source Dependence62

Sanctions Exposure0

Downstream Criticality57

Sanctions Exposure

Entity not present on tracked screening lists (CSL).

DoD Exposure

No matched DoD semiconductor awards (USASpending) for this entity.

Shortest paths → DoD-exposed firms

Export ›

Scale AI · 3 hops · $105.6M
SanDisk → Dell Technologies → CoreWeave → Scale AI

Possible substitutes · same commodity buckets

All ›

Chokepoint Relationships

Key Suppliers · upstream · 1

Kioxia HoldingsJapan
ALLIED

Key Customers · downstream · 5

Kingston TechnologyUnited States
DOMESTIC
Dell TechnologiesUnited States
DOMESTIC
Hewlett Packard EnterpriseUnited States
DOMESTIC
Super Micro ComputerUnited States
DOMESTIC
AppleUnited States
DOMESTIC