Why SanDisk outvalues Kioxia: a JV where one side owns all the fab downside
PAstynome · x · 2026-10-31
PAstynome explains the asymmetry in the long-running SanDisk–Kioxia flash JV: Kioxia wants out because it bears fab depreciation and R&D costs without the upside, while SanDisk benefits from capacity without owning fabs — the key reason SanDisk's enterprise value far exceeds Kioxia's, even as both stocks surge.
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