Subject


Kioxia


2025-06-06

[News] Kioxia Plans to Double Output in Five Years, Ramping Up NAND Flash for AI Data Centers

According to a report from MoneyDJ, citing Nikkei, Japanese NAND flash memory giant Kioxia announced its mid- to long-term business plan on June 5, aiming to double its production capacity by fiscal 2029 compared to fiscal 2024 by expanding production lines at its two main facilities in Japan—the ...

2025-05-21

[News] Half of Japan’s New Fabs Yet to Start Mass Production Amid Weak Non-AI Demand

According to a report from TechNews, citing Nikkei, chip demand outside of AI applications remains sluggish. As of April, only three of the seven semiconductor plants built or acquired in Japan during fiscal years 2023 and 2024 have begun mass production. The report notes that Japan’s semicondu...

2025-05-20

[News] Top Five NAND Manufacturers Reportedly Cut Production by 10-15%, Fueling Q2 Price Rebound

As memory giants reportedly brace for price hikes on DDR4 and DDR5, NAND suppliers are also seeing stronger-than-expected momentum in Q2. According to Commercial Times, the top five NAND Flash makers have cut production, fueling an upswing in memory pricing. The report suggests that major NAND ma...

2025-02-14

[News] WD Sets Flash Business Split Date, Unveils High-Bandwidth Flash as NAND’s Next Leap

Memory giant Western Digital has confirmed the date for the planned separation of its flash business, set to complete on February 21, 2025, according to its press release. Western Digital currently oversees two main divisions, the hard disk drives (HDD) and flash. A previous report from Blocks an...

2025-02-07

[News] Where is the “Spring” of the Memory Market?

As 2025 begins, among the three major end-application markets for memory, the recovery momentum for mobile phones and laptops remains weak. Meanwhile, servers, driven by the strong demand for AI continue to grow steadily, which is expected to further drive semiconductor development. AI presents n...

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