The Japanese earthquake left Kioxia’s Kitakami operations unaffected. With competitors prioritizing DRAM due to the AI boom, limiting NAND Flash expansion, Kioxia’s K2 plant becomes pivotal. possessing ample clean room space and a steady next-gen roadmap, K2 remains a key strategic asset for future market share expansion.

Key Highlights

• Minimal Earthquake Impact: Tremors remained below shutdown thresholds; equipment and production at the Kitakami site continue normally.
• Steady Strategic Expansion: The K2 plant will adopt a conservative growth strategy, focusing on developing and implementing next-generation process technologies.
• Resource Crowding Out: Driven by AI and HBM demand, competitors are prioritizing DRAM investments, significantly suppressing NAND Flash expansion plans.
• Exclusive Spatial Advantage: Unlike constrained rivals, the K2 plant possesses ample clean room space, standing out as a rare site with significant expansion potential.
• Strategic Market Leverage: As NAND Flash supply tightens, K2’s capacity headroom gives Kioxia a key advantage in adjusting supply and seizing market share.

Table of Contents

1. Kixoia’s Kitakami Fab Site Was Unaffected by Japan’s Latest Earthquake; K2 Fab Will Play Major Role in Future Expansion of NAND Flash Production
2. With DRAM Taking More Wafer Production Capacity, K2 Fab Will Likely Become Major Site for Future Expansion of NAND Flash Production amid Conservative Investment Climate
   • Kioxia’s Plans for Its Fab Sites

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