Sandisk Corp

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1. 1A disruption or disagreement affecting Kioxia or Flash Ventures could interrupt Sandisk's access to flash wafers. The joint-venture arrangements also limit Sandisk's ability to arrange other flash manufacturing while they remain in effect.
2. 2Flash-memory prices and demand can change sharply with industry cycles, customer deployments, and supply levels. Long-term customer agreements bring their own execution and financial obligations, while sales outside those agreements remain exposed to market pricing.
3. 3Sandisk must keep developing and introducing new memory technologies and products as competitors do the same. Delays, unsuccessful technology transitions, or products that fail customer qualification could affect sales.