Subject


Kioxia


2025-09-16

[News] Samsung Reportedly Delays V9 QLC NAND to 1H26 as SK hynix Hits 321 Layers in August

As major CSPs ramp up AI infrastructure and shift toward high-performance inference, demand for high-capacity storage keeps climbing—putting next-gen NAND development in the spotlight. Yet, according to ZDNet, Samsung Electronics is struggling to commercialize its ninth-generation (V9) high-capaci...

2025-09-16

[News] Kioxia Stock Jumps 70% on NAND Shortage; SK hynix Reaps Stake Gains

According to South Korean outlet Yonhap Infomax, shares of Japan’s NAND flash producer Kioxia have been rising sharply amid a supply shortage in the NAND market. The report notes that SK hynix — which invested KRW 3.9 trillion in Kioxia in 2018 — is now realizing significant valuation gains af...

2025-09-11

[News] Kioxia Reportedly Eyes 2027 Launch for NVIDIA-Partnered AI SSDs with 100x Speed Boost

While HBM rides the AI boom with DRAM giants Samsung and SK hynix accelerating the HBM4 rollout, NAND is set to follow suit. According to Nikkei, Japan’s Kioxia, in partnership with NVIDIA, plans to commercialize SSDs by 2027 with nearly 100x faster read speeds than current models. The report h...

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...

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