Kioxia keeps NAND capex in check as AI inference reshapes SSD demand

Scarlett Yu, DIGITIMES, Taipei

Jun 19, 2026, 10:51 0

Credit: AFP

Kioxia, one of the world's major NAND flash memory suppliers, is prioritizing long-term agreements (LTAs), BiCS migration, and domestic fab efficiency over aggressive capacity expansion, signaling a more disciplined approach to the AI storage cycle.

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