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Sandisk10-Q: Joint venture

Sandisk extends Kioxia JV to 2034, commits to $1.2B in payments for manufacturing.

What happened

Sandisk extended its Flash Alliance (FAL) and Flash Partners (FPL) joint ventures with Kioxia to 2034 and will make payments totaling $1.2 billion from 2026-2029 for manufacturing services and supply.

Source

SEC EDGARJan 30, 2026

Quarterly report (Form 10-Q)

Sandisk 10-Q

Filing excerpt

On January 29, 2026, Sandisk entered into an Agreement to Enhance Collaboration by and among Sandisk, Kioxia... under which Sandisk Technologies will make certain payments totaling $1.2 billion over the years 2026 through 2029 in consideration of Kioxia’s manufacturing services and the continued availability of supply.

sec.gov/Archives/edgar/data/2023554/000162828026004407/sndk-20260102.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Joint venture

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 30, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$1.2B (Payments for manufacturing services and supply availability to Kioxia from 2026-2029)

Details

CIK
2023554
Accession number
0001628280-26-004407
Filing year
2026
Fiscal year
0
Why it matters
New entity needs
Signal category
Strategic

Topics and mentions

Vendors

  • Kioxia Corporation

Regions named

  • Japan

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Feb 3, 2026
signal_type
sec-10q
signal_subtype
jointVenture

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The API returns more than this page shows

This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/8ca24166-e1fd-492b-829b-ae3f9fcc6eac returns this record as JSON. POST /v1/companies/enrich returns every signal for sandisk.com.

{
  "signal_id": "8ca24166-e1fd-492b-829b-ae3f9fcc6eac",
  "signal_type": "sec-10q",
  "signal_subtype": "jointVenture",
  "detected_at": "2026-02-03T08:37:08.284+00:00",
  "company": {
    "name": "Sandisk",
    "domain": "sandisk.com"
  },
  "data": {
    "detail": "Sandisk extended its Flash Alliance (FAL) and Flash Partners (FPL) joint ventures with Kioxia to 2034 and will make payments totaling $1.2 billion from 2026-2029 for manufacturing services and supply. This massive, long-term investment in its core manufacturing partnership creates opportunities for vendors supporting semiconductor fabrication, supply chain logistics, and financial management of complex JVs.",
    "metrics": {
      "dollar_context": "Payments for manufacturing services and supply availability to Kioxia from 2026-2029",
      "dollar_millions": 1200
    },
    "summary": "Sandisk extends Kioxia JV to 2034, commits to $1.2B in payments for manufacturing.",
    "excerpts": "On January 29, 2026, Sandisk entered into an Agreement to Enhance Collaboration by and among Sandisk, Kioxia... under which Sandisk Technologies will make certain payments totaling $1.2 billion over the years 2026 through 2029 in consideration of Kioxia’s manufacturing services and the continued availability of supply.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/2023554/000162828026004407/sndk-20260102.htm",
    "filing_date": "2026-01-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "New entity needs",
    "signal_category": "strategic",
    "regions_mentioned": [
      "Japan"
    ],
    "vendors_mentioned": [
      "Kioxia Corporation"
    ]
  }
}

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