Western Digital has finalized its exit from SanDisk, completing the formal separation of the two companies. This divestiture establishes SanDisk as a specialized provider of flash memory and storage solutions for AI data centers.
SanDisk is currently shifting its business model toward multi-year supply agreements with large-scale customers. This restructuring positions the company as a pure-play AI investment to simplify market valuation against industry peers.
One analyst issued a Sell recommendation for SanDisk today, citing extreme valuation risks. The stock has returned more than 4,000% since last year and currently trades at a significant premium to its historical average.