Is this true about SanDisk Nand?
SanDisk is even further behind all five of its competitors in the NAND market. The problem for SanDisk is that they and their fab partner, Toshiba, are behind all of their major competitors in this technology. The technology requires the deployment of a massive amount of capital to develop and yield the new products. The clear leaders in the space are Samsung, Intel and SK Hynix, with Micron behind these leaders, but ahead of Toshiba and SanDisk.