SanDisk Corp

Latest SanDisk Corp News and Updates

  • Technology & Communications

    Why oversupply could affect Micron’s NAND flash products

    NAND Flash sales were up 35% for the first six months of 2014, as volumes increased amid a 17% fall in average selling prices or ASPs.

    By Samantha Nielson
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    Company & Industry Overviews

    A Closer Look at NetApp’s High Cash-to-Debt Ratio

    NetApp’s cash-to-debt ratio in 1Q16 was 3.33x—higher than the 1.36x industry median. Its operating income was -$26 million.

    By Adam Rogers
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    Company & Industry Overviews

    Understanding Micron through Its Financial Stability

    The financial stability of a company is determined by understanding its debt level and its capability to meet long-term and short-term debt obligations.

    By Puja Tayal
  • Technology & Communications

    Must-know overview of Micron Technology: A DRAMatic growth story

    Micron’s stock has surged on bullish earnings prospects, and it’s up more than 200% since the beginning of 2013, partly propelled by the acquisition of Elpida last year.

    By Samantha Nielson
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    Fund Managers

    JAT Capital Eliminates Exposure to SanDisk Corporation

    JAT Capital sold its position in SanDisk Corporation (SNDK) in 4Q14. The position had represented 1.2% of the fund’s third-quarter portfolio.

    By Santiago Solari
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    Company & Industry Overviews

    What Makes Micron a Key Player in Semiconductor Manufacturing?

    Semiconductor manufacturing is complex and involves design, fabrication, assembly, and testing. Building a fab requires investments of $3–4 billion.

    By Puja Tayal
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    Company & Industry Overviews

    Intel Generated YTD Stock Returns of -20.03%

    Intel generated TTM returns of -16.66%, 9.26% in the trailing one month. It generated -20.03% YTD. Its share price fell by 1.53% in the trailing five days.

    By Adam Rogers
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    Company & Industry Overviews

    Western Digital’s Offer for SanDisk Includes 15% Premium

    To acquire SanDisk, Western Digital has offered SanDisk shareholders $86.50 per share. This is approximately 15% premium to SanDisk’s closing share price on October 20, 2015.

    By Anne Shields
  • Energy & Utilities

    Blue Ridge starts a new position in hedge fund favorite Apple

    John Griffin’s Blue Ridge bought a stake in Apple Inc. (AAPL) last quarter. The stock accounts for a 1.85% position in the fund’s portfolio.

    By Samantha Nielson
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    Fund Managers

    Micron Technology’s Lower Position in Point72 Asset Management

    Point72 reduced its position in Micron Technology. It sold 4,792,200 shares during 4Q14. The shares accounted for 0.28% of the fund’s total 4Q14 portfolio.

    By Diana Key
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    Earnings Report

    IBM Continues Its Falling Revenue Trend in 3Q15

    IBM’s 2Q15 results marked 13 straight quarters of falling revenue. This trend continued in fiscal 3Q15 when IBM failed to report any revenue growth.

    By Anne Shields
  • Technology & Communications

    Must-know: An in-depth review of SanDisk’s 2Q14 earnings

    SanDisk (SNDK) was founded in 1988. It’s a pioneer in flash memory technology. It designs, develops, and manufactures NAND flash memory storage solutions.

    By Anne Shields
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    Company & Industry Overviews

    Western Digital’s Telling YoY Revenues in 4Q15

    Western Digital reported 4Q15 revenues of $3.2 billion—a 10.11% decrease compared to 3Q15 and 12.59% lower than its 4Q14 revenues.

    By Adam Rogers
  • Technology & Communications

    Must-read: Is SanDisk stock worth including in your portfolio?

    SanDisk (SNDK) is considered a pioneer in flash memory. As the cloud is increasingly adopted for data storage, consumers and enterprises are likely to opt for SSDs rather than HDDs in new systems.

    By Anne Shields
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    Earnings Report

    Western Digital’s Fiscal 2015 Revenues, Cash Flow, and Operating Expenses

    Western Digital generated $488 million in cash from operations in 4Q15, ending with total cash and cash equivalents of $5 billion.

    By Adam Rogers
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    Earnings Report

    Why Have Seagate and Western Digital Had Such a Tough 2016?

    Seagate’s shares fell by 13% in the week ending January 22, after Mizuho cut its price target for STX from $38 to $32 and provided a “neutral” rating.

    By Adam Rogers
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    Earnings Report

    Look What Just Sent Seagate’s Stock Spiraling Downward

    In fiscal 3Q16, Seagate reported revenues of $2.6 billion and a gross margin of 20.2%. Its net loss was $21 million, with diluted EPS of -$0.07.

    By Adam Rogers
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    Earnings Report

    Investors: What to Consider if You Invest in SanDisk

    If it’s true that Apple is changing its preference to Samsung, SanDisk will lose a very important customer, which will negatively impact SanDisk’s top line.

    By Anne Shields
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    Fund Managers

    NetApp Shines in an Underperforming Industry

    The Technology, Hardware, and Storage subsector generated returns of -0.97% in the last week, compared with 0.69% for XLK. As a whole, the subgroup is trending down due to lower demand for computers.

    By Adam Rogers
  • Does SanDisk’s margin have scope for expansion?
    Technology & Communications

    Does SanDisk’s margin have scope for expansion?

    Increased contribution of the embedded solutions segment towards SanDisk’s overall revenues is a positive sign.

    By Anne Shields
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    Company & Industry Overviews

    Micron’s Transition to 3D NAND Temporarily Reduces Storage Revenue

    In fiscal 3Q16, Micron’s SBU (Storage Business Unit) revenue fell by 20% on both a year-over-year and quarter-over-quarter basis to $719 million.

    By Puja Tayal
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    Technology & Communications

    Marvell Attracts Interest from China

    Marvell’s rich patent portfolio makes it an ideal acquisition target for China, which is looking to acquire multinational semiconductor companies.

    By Puja Tayal
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    Company & Industry Overviews

    What’s the Root Cause of Marvell’s Problems?

    Let’s dig into the cause of Marvell’s accounting issues, see how one thing led to another, and look at how its new management plans to untangle the chaos.

    By Puja Tayal
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    Company & Industry Overviews

    What the Investments of Micron and Other Suppliers in 3D NAND Capacity Could Mean

    Micron is moving a step further and developing 3D NAND Generation 2 technology. It expects to bring this into production in fiscal 2Q17.

    By Puja Tayal
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    Company & Industry Overviews

    SanDisk’s Fiscal 1Q16 Results: What a Surprise!

    This earnings season is full of surprises for the semiconductor industry. SanDisk (SNDK) has now posted surprising results for fiscal 1Q16, which ended April 3, 2016.

    By Puja Tayal
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    Earnings Report

    Weak Demand and Inventory Drove Seagate’s Lower Guidance

    Recently, Seagate Technology (STX) announced its preliminary earnings results and lowered its revenue and margin estimates for fiscal 3Q16.

    By Adam Rogers
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    Earnings Report

    What Factors Affected Micron’s Profits in Fiscal 2Q16?

    On a non-GAAP (generally accepted accounting principles) basis, Micron Technology’s gross margin fell from 34% in fiscal 2Q15 to 20% in fiscal 2Q16.

    By Puja Tayal
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    Company & Industry Overviews

    Options for Investors in the Vanguard Capital Opportunity Fund

    From a purely NAV (net asset value) return standpoint, the Vanguard Capital Opportunity Fund has had a forgettable one-year period until March 18, 2016, as it stood tenth among its peer group.

    By David Ashworth
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    Miscellaneous

    How Will SanDisk Reduce the Cost for Western Digital?

    The overlap of products and customers between SanDisk and Western Digital would help reduce $180 million in operating expenses over the next 18 months.

    By Puja Tayal
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    Miscellaneous

    How Will Western Digital Benefit from the SanDisk Merger?

    The merger will create a company with nearly $20 billion in combined revenue. It would be able to capitalize on the enterprise storage products market.

    By Puja Tayal
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    Miscellaneous

    What Caused the Western Digital-Unisplendour Deal to Fall?

    Unisplendour backed out of the deal to acquire a 15% stake in Western Digital for ~$3.8 billion. Investors wondered if the merger deal would come through.

    By Puja Tayal
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    Company & Industry Overviews

    Why Tsinghua Terminated the Western Digital Investment Deal

    Last week, Tsinghua Unigroup’s subsidiary Unisplendour announced that its board of directors decided to terminate its investment plan in leading data storage company Western Digital (WDC).

    By Adam Rogers
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    Miscellaneous

    Alken Says $19 Billion Price for SanDisk Is Too High

    Alken stated that in light of changing market dynamics and the capital market scenario, the $19 billion price for SanDisk, which has been posting declining earnings in fiscal 2015, is too high.

    By Puja Tayal
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    Company & Industry Overviews

    Samsung, Toshiba, and SanDisk Lead Global NAND Flash Market

    Samsung (SSNLF) accounts for 30% of the NAND flash market as of 3Q15. Other players in this space include Toshiba (TOSYY) and SanDisk (SNDK).

    By Adam Rogers
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    Earnings Report

    IBM Continued Its No-Revenue Growth Trend in 4Q15

    Though it failed to report revenue growth, IBM’s revenue and EPS of $22.1 billion and $4.84 beat analysts’ expectations by $20 million and $0.03 per share.

    By Anne Shields
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    Earnings Report

    IBM Unlikely to Disrupt Its Revenue Degrowth Trend in 4Q15

    On January 19, 2016, IBM will release its fiscal 4Q15 results. In the last 14 consecutive quarters, IBM has not reported any revenue growth. IBM beat Thomson Reuters’s consensus EPS estimate of $3.30 in fiscal 3Q15.

    By Anne Shields
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    Company & Industry Overviews

    Apple Is in the Negative for the First Time since 2008

    Although Apple (AAPL) has continued to post record-breaking earnings in 2015, it still fell 3.8% for the year. The negative calendar year returns were the first since 2008.

    By Adam Rogers
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    Earnings Report

    Micron’s Technology Roadmap for 2016 and 2017

    Micron’s technology transition will slow down the output and revenue in the short term. The company will be able to meet advanced memory products’ needs.

    By Puja Tayal
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    Company & Industry Overviews

    Toshiba to Implement Measures to Prevent Recurrence of Fraud

    Toshiba is looking to start an evaluation system for the CEO and president of the company, in which 120 senior managers will hold a vote of confidence in January 2016.

    By Adam Rogers
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    Macroeconomic Analysis

    The ClearBridge Aggressive Growth Fund through November 2015

    The ClearBridge Aggressive Growth Fund’s assets were invested in 78 holdings in stocks, bonds, and cash as of November 2015. The fund managed $14.04 billion in assets as of the end of November.

    By David Ashworth
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    Company & Industry Overviews

    What Is Micron’s Plan for the NAND Industry?

    Growth in the NAND industry has slowed from more than 100% during 2005–2010 to ~50% during 2010–2015. Micron is responding to this trend by ramping up production of 3D NAND at its Singapore fabrication plant.

    By Puja Tayal
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    Earnings Report

    Symantec Accelerated Its Share Buyback Program in Fiscal 2Q16

    In fiscal 2Q16, Symantec—as expected with the $8 billion sale of Veritas—announced the buyback of $500 million in shares.

    By Anne Shields
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    Company & Industry Overviews

    SanDisk Leads Storage Space with a Market Cap of $10.29 Billion

    The third-largest flash memory manufacturer in the world, SanDisk has a market cap of $15.04 billion. Western Digital follows with a market cap of $14.3 billion.

    By Adam Rogers
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    Company & Industry Overviews

    With SanDisk Purchase, Western Digital Will Pass Samsung in SSD

    With the action on the acquisition front, including the SanDisk acquisition, Western Digital is geared up to increase and enhance its presence in the SSD arena.

    By Anne Shields
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    Company & Industry Overviews

    Why Western Digital May Want to Acquire SanDisk

    Western Digital (WDC) and Micron (MU) held 10.2% and 5.1% of the market share, respectively, in the enterprise SSD space.

    By Anne Shields
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    Company & Industry Overviews

    SanDisk-HP Alliance Will Bring SCM Technology to the Memory Space

    On October 8, 2015, SanDisk (SNDK) announced a partnership with Hewlett-Packard (HPQ).

    By Anne Shields
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    Company & Industry Overviews

    Understanding Micron’s Expense Structure

    Micron Technology operates in the capital-intensive industry of semiconductors, wherein companies’ expense structures acutely impact their profit margins.

    By Puja Tayal
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    Company & Industry Overviews

    Macroeconomic Factors Affecting Technology Stock Performance in 2015

    Macroeconomic factors like the Greek debt crisis, the declining Chinese stock market, and global growth issues have made tech stocks not so attractive.

    By Adam Rogers
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    Company & Industry Overviews

    Is the NAND Market a Growth Driver for SanDisk?

    According to DRAMeXchange, the NAND flash memory market is expected to grow at 12% in 2015. It is projected to grow rapidly, with double-digit growth, in the next few years.

    By Adam Rogers
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    Company & Industry Overviews

    Macroeconomic Factors Affecting Technology Stocks in 2015

    In this series, we’ll analyze the YTD performance of firms in the Technology, Hardware, and Storage subsector and that are a part of the Technology Select Sector SPDR ETF (XLK).

    By Adam Rogers
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    Company & Industry Overviews

    South Korea: Second Largest Global Semiconductor Manufacturer

    After memory chips, LEDs comprise the second most produced semiconductor products in South Korea. The country accounts for ~13% of the global LED market.

    By Puja Tayal
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    Earnings Report

    Digital Content Growth Could Fuel Seagate in the Future

    Tremendous global growth in digital content is expected to drive demand for storage capacity in order to host, distribute, manage, and aggregate digital content.

    By Adam Rogers
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    Company & Industry Overviews

    Can SanDisk Continue Upward Stock Movement in 2015?

    Although SanDisk (SNDK) has declared better-than-estimated 2Q15 results, the company’s revenue fell 24% year-over-year and 7% quarter-over-quarter.

    By Adam Rogers
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    Miscellaneous

    Micron’s Buyout Will Help Tsinghua’s Presence in the Chip Space

    Through the Micron Technology (MU) acquisition, Tsinghua Group would get access to DRAM and NAND memory chips used in personal computers.

    By Anne Shields
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    Earnings Report

    Why Micron Is Pursuing the 3D NAND Space over Planar Architecture

    3D NAND overcomes the density limit associated within the planar (or 2D) NAND architecture.

    By Anne Shields
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    Fund Managers

    How Do SanDisk’s Valuation Multiples Compare to Other Firms?

    Currently, SanDisk’s (SNDK) EPS is $4.52 greater than the industry average of $4.05 in XLK. Its diluted EPS is $4.23. The subsector’s average is $3.94.

    By Adam Rogers
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    Fund Managers

    Micron Technology Stock Falls by 31.10% in the Last Month

    On June 26, 2015, Micron (MU) shares fell ~19%. The company failed to meet Wall Street expectations on both revenues and earnings in fiscal 3Q15.

    By Adam Rogers
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    Fund Managers

    How Has Sandisk Corporation Performed?

    Sandisk has generated returns of -3.30% in the last week, compared with returns of -0.97% for the Technology, Hardware, and Storage subsector and 0.69% for XLK.

    By Adam Rogers
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    Fund Managers

    Analyzing the Subsectors in the Technology Select Sector ETF

    The Technology Hardware & Storage subsector underperformed the most since the beginning of January 2015. The stocks have primarily generated negative returns.

    By Adam Rogers
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    Fund Managers

    SanDisk’s Share Price Plummets after Revised Revenue Outlook

    In January 2015, SanDisk cut its revenue outlook for 4Q15 to $1.73 billion from an earlier estimate of $1.8 billion–$1.85 billion. SanDisk’s share price declined by more than 11% following the announcement.

    By Adam Rogers
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    Fund Managers

    The Rise and Fall of Micron Technology’s Stock Price

    Micron Technology remains a fundamentally strong company. The volume of its products should rise substantially, given the increasing use of memory in mobile devices.

    By Adam Rogers
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    Fund Managers

    Seagate Technology: 2015 YTD Performance Underwhelms

    Although Seagate’s 3Q15 earnings missed analyst expectations, the firm’s fundamentals seem strong. Its net cash flow from operations increased by 68.57% to $1.4 billion, compared with 3Q14.

    By Adam Rogers
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    Earnings Report

    EMC’s Information Infrastructure’s Negative Growth in 1Q15

    Only EMC’s (EMC) Information Infrastructure segment posted negative growth. Its revenue stood at $4.05 billion—a decline of 1% on a YoY basis.

    By Anne Shields
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    Earnings Report

    Factors that Forced SanDisk to Lower Its 1Q15 Guidance

    Factors responsible for SanDisk’s dismal performance in 1Q15 include in-product issues, a shift of PCIe TAM, pricing issues, and supply challenges.

    By Anne Shields
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    Earnings Report

    Texas Instruments’ strong cash flow supports good dividends

    As of 3Q14, Texas Instruments generated an operating cash flow of $2.62 billion. It holds cash and short-term investments worth $3.19 billion and carries a total debt of $4.64 billion.

    By Anne Shields
  • Technology & Communications

    HP’s 3Par storage improved features redefine the storage platform

    In 2011, Hewlett-Packard (or HP) (HPQ) launched HP P10000 3PAR Storage Systems, in accordance with its Software defined storage strategy. When it was built, it kept the enterprise-class virtual and cloud-based data centers in mind. This move was achieved through HP’s acquisition of 3PAR—a leading global provider of utility storage—in September 2010 for $2.35 billion.

    By Anne Shields
  • Technology & Communications

    Why the Fusion-io acquisition strengthens SanDisk’s position

    SanDisk has expressly shown its intention of capturing a lead space in the enterprise storage market. Its slew of acquisitions, the most recent being Fusion-io, demonstrates its ambition and plans to spruce up its enterprise storage offerings.

    By Anne Shields
  • Technology & Communications

    A must-read take on SanDisk’s acquisitions strategy

    “Big Data’s” arrival and the transition of enterprise preference from HDDs to SSDs is creating new opportunities in the flash memory and SSD space.

    By Anne Shields
  • Technology & Communications

    Why SanDisk is expanding its presence through joint ventures

    SanDisk is aggressively pursuing its strategy to expand its enterprise storage portfolio. It has joined hands with industry leaders to form a symbiotic relationship.

    By Anne Shields
  • Technology & Communications

    Why enterprise SSDs are a key driver for SanDisk’s future growth

    According to market research firm IHS iSuppli, demand for SSDs is expected to grow more than 40% each in 2014 and 2015.

    By Anne Shields
  • Technology & Communications

    Why favorable supply chain management will support Micron

    Micron expects the total industry bit supply growth to be around 23% in 2014, and it predicts about 25% growth beyond 2014. This is good news for Micron.

    By Puneet Sikka
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    Consumer

    Why did Blue Ridge Capital sell its stake in Ralph Lauren?

    In the fourth quarter, Blue Ridge sold its stake in Ralph Lauren Corp. (RL). Ralph Lauren was a 1.80% position in the fund’s 3Q portfolio.

    By Samantha Nielson
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