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Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance

Summary by technewstube.com
As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite planned capacity expansions by various NAND manufacturers in 2027, Kioxia expects no risk of oversupply imbalance due to the rapid growth in AI demand.
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technewstube.com broke the news in on Monday, March 30, 2026.
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