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SNDK compared with NTAP: revenue, margins and what each company keeps, and the suppliers and customers both name
SNDK
Sandisk Corp
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Mkt cap
Revenue
Revenue
NTAP
NetApp, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
SNDK
Sandisk Corp
vs
NTAP
NetApp, Inc.
Price
Mkt cap
Revenue
Revenue
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Supply chain
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Supply-chain overlap
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Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only SNDK
3
WDC
Western Digital Corporation (WDC)
supplier
—
SanDisk Semiconductor (Shanghai) Co. Ltd. (SDSS)
unlisted
supplier
—
Flash Ventures
unlisted
supplier
Shared
0
No shared counterparties.
Only NTAP
2
TDC
Teradata
customer
—
Lenovo (Beijing) Information Technology
unlisted
customer
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
SNDK
Sandisk Corp
Change
828.30
▼
−20.16%
· post 844.01
Mkt cap
$159.8B
Revenue
$11.0B
Q1 FY27
Revenue
$20.2B
FY26
NTAP
NetApp, Inc.
Change
169.52
▼
−9.67%
· post 170.00
Closed
Nov 5 '26
Mkt cap
$33.3B
Revenue
$1.7B
Q3 FY26
Revenue
$6.5B
FY25
vs
Compare
Closed
Nov 5 '26
SNDK
Sandisk Corp
vs
NTAP
NetApp, Inc.
828.30
▼
−20.16%
post 844.01
Price
169.52
▼
−9.67%
post 170.00
$159.8B
Mkt cap
$33.3B
Q1 FY27
$11.0B
Revenue
$1.7B
Q3 FY26
FY26
$20.2B
Revenue
$6.5B
FY25
Change
Change
SNDK
828.30
▼
−20.16%
vs
NTAP
169.52
▼
−9.67%
Closed
Nov 5 '26