<div><div></div><div>Sandisk announced two related agreements with Nanya: a $1.0 billion strategic equity investment via a private placement and a concurrent multi-year DRAM supply arrangement. The investment covers about 139 million shares at a 15% discount to Nanya’s 30-day average price, representing roughly 3.9% ownership post-transaction and includes a three-year lock-up. The supply pact is intended to bolster Sandisk’s long-term DRAM sourcing and deepen the companies’ strategic collaboration. The private placement is subject to post-closing filings with Taiwanese authorities.Agreement 1: Sandisk Makes $1.0 Billion Strategic Equity Investment in Nanya<ul><li>Agreement type: Private placement subscription agreement for strategic equity investment</li><li>Counterparty: Nanya Technology</li><li>Signed / Effective: Mar 25 2026 / same</li><li>Reason: Deepen strategic ties and support DRAM sourcing</li></ul>Agreement 2: Sandisk and Nanya Enter Multi-Year DRAM Supply Arrangement<ul><li>Agreement type: Multi-year strategic supply arrangement for DRAM products</li><li>Counterparty: Nanya Technology</li><li>Signed / Effective: Mar 25 2026 / same</li><li>Duration / Termination: Multi-year</li><li>Reason: Support long-term DRAM sourcing strategy</li></ul>Original SEC Filing: Sandisk Corp [ SNDK ] - 8-K - Mar. 25, 2026<section>Disclaimer<div>This is an AI-powered summary. It may contain inaccuracies. Consider verifying important information with the source. Please note this summary is solely based on documents filed with the SEC.</div></section></div></div>

301355

SOXX

FTXL

SOXQ

SOXL

512760

SNDK

Sandisk has announced a $1.0 billion strategic equity investment in Nanya Technology through a private placement, acquiring approximately 3.9% ownership at a 15% discount to Nanya’s average price. This investment is accompanied by a multi-year DRAM supply agreement aimed at enhancing Sandisk’s long-term sourcing strategy and strengthening collaboration between the two companies. The agreements are effective from March 25, 2026, and the private placement is subject to regulatory filings in Taiwan.

TradingView

NANWANG SCIEN-TECH

iShares Semiconductor ETF

First Trust Nasdaq Food & Semicon

VanEck Semiconductor ETF

Invesco PHLX Semiconductor ETF

Direxion Semicon Bull 3X

Guotai CES Semiconductor Chip Industry ETF

SPDR S&P Semicon

Sandisk

Sandisk to Invest $1.0 Billion in Nanya and Launch Multi-Year DRAM Supply Deal