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AI CURATED HOT STORY · 11/2/2026

Kioxia Sells Out 2027 Chip Capacity, Accelerates Kitakami Expansion

1 reports archived1 independent sourcesupdated 11/2/2026, 07:39:41
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Kioxia reports its 2027 NAND flash chip capacity is fully sold out, with over 50% of 2028 quotas already locked. To meet surging demand driven by AI, the company will deploy nearly ¥1.4 trillion in cash reserves to aggressively expand production, including building a new third fab.

LATEST/Kioxia reports its 2027 NAND flash chip capacity is fully sold out, with over 50% of 2028 quotas already locked. To meet surging demand driven by AI, the company will deploy nearly ¥1.4 trillion in cash reserves to aggressively expand production, including building a new third fab.

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Total 1 reports · Latest first
  1. IT之家 · IT业界T2·68 pts
    • Kioxia has fully locked next year's capacity for the first time in history, with over 50% of 2028 quotas secured.
    • The company plans to invest nearly ¥1.4 trillion in cash reserves into growth investments, focusing on capex and R&D.
    • A new third manufacturing plant at the Kitakami facility is planned, expected to be operational by fiscal year 2029.