Kioxia reported its third-quarter earnings on February 12. As noted in its earnings presentation, for the three months ended December 31, 2025, the company posted record-high revenue of 543.6 billion yen, up 21.3% QoQ and 20.8% YoY. Net income reached 89.5 billion yen, up 114.9% QoQ and 17.3% YoY, w...

As Kioxia and SanDisk extended their joint venture at the Yokkaichi facility by five years to 2034, the Japanese memory giant made another high-profile move last week. On January 29, Kioxia announced that Hiroo Ota, currently Vice President and Executive Officer, will take over as president effectiv...

While Samsung and SK hynix’s freshly announced record 4Q25 results, NAND giant SanDisk emerges as another major beneficiary amid the AI boom. According to Barron’s, for the December quarter, SanDisk delivered a clear earnings beat, posting adjusted EPS of US$6.20, far above Wall Street’s US$3....

Ahead of Samsung and SK hynix’s earnings calls, Micron’s $24 billion Singapore investment is drawing attention, signaling a renewed industry focus on NAND. EE Times reports that as AI workloads shifted from training to inference, SSDs powered by NAND are widely deployed in AI data centers, a tre...

Memory prices continue to surge amid tight supply, pushing both makers and buyers into a delicate balancing act. According to Commercial Times, long-term supply agreements (LTAs) are shifting away from the old model that locked in both price and volume, as the trend favors deals that guarantee commi...