Sandisk: What A Stronger Yen Would Do To The 80% Margin Story (NASDAQ:SNDK)

· seekingalpha.com

Sandisk BUY: underappreciated yen exposure in its Flash Ventures JV and contract-backed FY2028–FY2030 earnings plateau point to ~20% upside. Click for more on SNDK stock.

Sandisk Corporation ( SNDK ) sells memory chips that it does not manufacture: every wafer comes out of plants in Japan run together with a subsidiary of Kioxia ...


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