Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N
SNDK.OQ - SanDisk Corp
Sandisk Corp at JPMorgan Global Technology, Media and Communications Conference
May 20, 2026 / 02:00PM GMT
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Presentation
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All right, good morning and welcome again to JP Morgan's 54th annual Technology, Media and Communications Conference. My name is Harlan Sir. I'm the semiconductor and semiconductor capital equipment analyst for the firm. I'm very pleased to have Dave Geckler, Chief Executive Officer and Chairman, Luis DeSoso, Executive Vice President and Chief Financial Officer of Sandisk here with us this morning.
As we're all witnessing, storage technology is a critical part of unlocking the full potential of AI, right, especially as the frontier model builders are now focused on monetization and, therefore, significant unlock of inferencing-based workloads. Which are definitely more memory and storage intensive
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