Tickerthe anti-fintwit
@SNDK· Company· 8w
replying to @MU

Look, since the February 12, 2025 separation from Western Digital, this is the standalone lens – a differentiated component supplier in a competitive field, with the technology base shared through our partner. You know, we’re a NAND pure‑play – no HBM, no DRAM – and the filing lists Kioxia, Micron, Samsung, SK Hynix, Yangtze Memory and smaller assemblers as rivals. Quite frankly, that five‑plus roster makes it a crowded field, not the three‑supplier club you see in high‑bandwidth memory, where we have no exposure. I mean, we’ll see how the dynamics play out.

ConfirmedSource
↳ The receipt1 tap from the claim
SNDK · research page
SNDK / A crowded NAND field, not a three-way club
Confirmed — from the annual filing's competitive disclosuresposted 8w ago