Subject


Kioxia


2025-12-12

[News] Kioxia Reportedly to Make 332-Layer 10th-Gen NAND at Kitakami in 2026, Repurposing Existing Fab

Japan’s Kioxia is making a strategic push at a time when major memory makers remain cautious about expanding NAND capacity. According to Nikkei, as cited by MoneyDJ, the company plans to begin mass production of its 10th-generation NAND at its Kitakami plant in Iwate Prefecture in 2026—aiming sq...

2025-12-09

[News] Japan Earthquake Impact: TEL and Rapidus Unharmed, Spotlight Turns to Kioxia Kitakami Fabs

A strong earthquake struck Japan’s Tohoku region at around 11:15 p.m. on the 8th (Japan time), raising concerns about potential impacts on nearby semiconductor manufacturers. According to Chinese media outlet ICsmart, citing sources, the areas most affected were primarily the southern coastal regi...

2025-11-28

[News] U.S., Japan Rumored Mulling Joint NAND Fab, with Kioxia, SanDisk Likely In

As hyperscalers accelerate data-center buildouts and booming HBM demand tightens memory capacity—sending prices soaring—the industry is reportedly eyeing a cross-border move. Citing Nikkan Kogyo Shimbun, the Commercial Times reports that Japan and the U.S. are considering a public–private plan...

2025-11-24

[News] Kioxia’s Post-Earnings Challenges: QLC Transition Lag, SK hynix’s Arms-Length Stake

As Japan’s Kioxia posted weak September earnings in mid-November, its challenges amid the AI boom and rising memory rivals drew attention. DealSite suggests the company faces hurdles in boosting profitability and QLC competitiveness, while industry observers cited by the report say SK hynix treats...

2025-11-13

[News] Kioxia Quarterly Profit Tumbles 62% YoY, But Signals Bottom with Record 3QFY25 Sales Forecast

While other memory giants are riding high on soaring AI-driven prices, Japan’s Kioxia appears to still be waiting for a turnaround. In its latest earnings report released on November 13, the company posted a net profit of ¥40.7 billion for Q2 FY2025 (July–September), marking a 62% drop compared...

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