NuAxi

Company and supply-chain hub

Kioxia

NuAxi groups public briefings that mention Kioxia: product launches, capacity and pricing signals, and supply-chain changes. The page updates continuously.

73 briefings trackedLatest briefings

Latest briefings

View more

Fri, Oct 30

  1. Impact score 60

    RT NEWS: AI demand is giving #NAND suppliers more leverage over #Apple. But Apple’s past tactics reportedly drove a #Kioxia exec to shoot his old iPo...

    According to RT NEWS, AI demand is giving NAND suppliers more leverage over Apple. The report also mentions that Apple's past hardball tactics reportedly drove a Kioxia executive to shoot his old iPod with a rifle, and refers back to Cupertino's once-notorious hardball playbook. The source provides no specific price figures, dates, or forecasts, and gives no further details on this change in supplier leverage.

    NANDApple, KioxiaTrendForce Official (Market Data)Inventory Shift
  2. Impact score 90

    [News] Audits, Rejected Orders and a Shot iPod: Apple’s Reported NAND Playbook Before the AI Memory Crunch

    According to The Wall Street Journal, Apple, once one of the most powerful buyers in the NAND flash market, is losing some of its negotiating leverage as AI-driven demand gives memory suppliers greater pricing power. Meta, Microsoft, and Amazon have signed long-term supply agreements with Kioxia this year at higher prices, strengthening the chipmaker's negotiating position. Separately, South Korean outlet Economy Tribune reports that Apple has reportedly turned to a long-term NAND supply agreement, with market watchers identifying Kioxia as the likely partner; the terms remain undisclosed and this is a reported plan. The report adds that Apple may also pursue long-term agreements with Samsung Electronics, SK hynix, and Micron to secure future LPDDR5X and LPDDR6 supplies. According to TrendForce, memory's share of the 256GB iPhone Pro's bill of materials rose from around 10% a year earlier to 34% in 3Q26 and could exceed 40% in 1H27; TrendForce also estimates the iPhone 18 Pro's total BOM cost could rise 38% YoY, potentially forcing Apple to sacrifice margins to maintain shipments.

    NAND flashLPDDR5XLPDDR6Apple, Kioxia and 5 totalTrendForcePrice Movement

Thu, Oct 29

  1. Impact score 0

    Kioxia brings E1.L QLC SSDs to hyperscale data centres

    Kioxia has introduced its LD4 Series of solid-state drives (SSDs), combining the E1.L form factor with eighth-generation BiCS FLASH QLC NAND memory. Designed for high-density 1U servers, the drives offer capacities of 15.36 TB and 30.72 TB, with an architecture validated to support up to 122.88 TB. The report is aimed at hyperscale data centre readers.

    E1.L QLC SSDsQLC NANDKioxiaeeNews Europe

Wed, Oct 28

  1. Impact score 60

    SK hynix Announces 3Q26 Financial Results

    On October 28, 2026, SK hynix announced its third-quarter 2026 results: Q3 revenues of 104.6155 trillion won, operating profit of 83.3338 trillion won (80% operating margin) and net profit of 39.7756 trillion won (38% net margin), all-time-high quarterly results in both revenue and operating profit, with quarterly revenue surpassing 100 trillion won for the first time; revenue and operating profit rose 32% and 38% from the previous quarter, respectively (Q2 2026: revenue of 79.3187 trillion won, operating profit of 60.5426 trillion won), revenue up 328% year-over-year (3Q25: 24,448.9 billion KRW), operating profit up 632% YoY, and net income down 58% QoQ and up 216% YoY. The company attributed the results to rising prices of key products on growing demand for AI memory and expanded sales of HBM4 and high-value-added server products. It expects HBM4 to surpass HBM3E in both shipment volume and revenue in the fourth quarter and become a mainstream product (a forecast, not an actual result), and projects that the structure in which demand exceeds supply will persist through 2030 (company projection). The company plans to ramp up M15X to maximum capacity by the end of the year to increase HBM4 production and to raise the ratio of its 321-layer process to more than half of its domestic production capacity in the fourth quarter; it has signed LTAs with 14 major customers including leading global cloud service providers, with secured LTA volume corresponding to more than 50% of total production capacity for 2027 and 2028. The company announced shareholder returns totaling approximately 100 trillion won for fiscal year 2026 (comprising cash dividends of 30 trillion won or more and share repurchases and cancellations of 60 trillion won or more, including the 40 trillion won announced in August, which was completed last week); the Board resolved on a third-quarter cash dividend of 14 trillion won and a 20 trillion won share repurchase, with a quarterly dividend of 20,000 won per share (a 10,000-won dividend on improved earnings and a 10,000-won special dividend sharing Kioxia investment gains), and investment is expected to increase significantly next year with Yongin Phase 1 entering full-scale operation.

    DRAMNANDHBM4SK hynix, KioxiaSK Hynix Newsroom

Tue, Oct 27

  1. Impact score 20

    VDURA CEO’s Long Live The Short King blog

    VDURA CEO Ken Claffey published a blog titled "Long Live the Short King. Now Look One Tier Down" on October 27, 2026, arguing that the SemiAnalysis realization that HBM bandwidth limitations cramp HBM capacity rises beyond 4-hi stacks also applies to NVMe SSDs used in KV Cache tiering, where write bandwidth is more important than capacity. The blog states that HBM 4/4e stacks range from 4-hi to 12-hi in capacity, but the 2,048 pin count is static, so bandwidth is the same regardless of capacity; a PCIe Gen5 x4 NVMe drive gets roughly 14 GB/s read bandwidth whether it is 7.68 TB or 61.44 TB. Citing Kioxia's CD9P PCIe Gen5 TLC SSD as an example, he points out eight times the capacity with identical write bandwidth and nine percent less read bandwidth. The blog also notes SSD terabytes cost 14x disk drive TBs, supplies a formula for the number of SSDs needed, N = R ÷ (d × E), where N is the number of drives, R is the required bandwidth, d is what one SSD delivers, and E is the fraction of d the architecture actually gets through to a client, and outlines a 5-step SSD buying guide: start with bandwidth in both directions, count devices not terabytes, take the smallest drive that gets you to N, check what capacity came along, and put the rest in a hard disk drive capacity tier. He stresses that the fall from flash to disk performance is orders of magnitude, so the capacity tier must be built for throughput, not dollars per terabyte alone. The blog mentions that VDURA's parallel file system with built-in S3 support can ingest data from the SSD tier and scales performance as capacity ramps up.

    HBMNVMe SSDNANDVDURA, KioxiaBlocks & Files

Tue, Oct 20

  1. Impact score 55

    Kioxia targets higher-value AI storage with Nvidia partnership, advanced NAND technology

    According to the source, Kioxia is prioritising proprietary NAND flash technology and customer-specific development over aggressive capacity expansion, seeking to capitalise on rising AI storage demand while reducing exposure to memory market volatility. The title additionally states that Kioxia targets higher-value AI storage with an Nvidia partnership and advanced NAND technology. This describes a company strategy/prioritisation; no capacity figures, timelines, or realized expansion or reduction results are given.

    NAND flashKioxiaDigiTimes Asia

Tue, Oct 13

  1. Impact score 45

    Kioxia adds liquid-cooling to CM9 SSDs for hot rack environments

    According to Blocks & Files, published Tuesday 13 Oct 2026, Kioxia has made a direct liquid cooling version of its PCIe gen 5 CM9 datacenter SSD, the CM9-DLC, so customers can use the drives inside a hot rack chassis without thermal throttling. The CM9-DLC products have cold-plate, direct liquid cooling support and also support air-cooling, with a liquid-cooled metal enclosure touching the top or both sides of the device, in the E3.S form factor. Maulik Sompura, Senior Staff Director, Product Management, SSD business unit at Kioxia America, said the rise of AI infrastructure is driving a fundamental shift in data center design toward higher power densities and advanced cooling technologies. Deploying liquid-cooled CM9-DLC drives will involve the system builder matching a host server's cold-plate/manifold system and coolant loop, and undergoing qualification; Kioxia does not provide information such as mounting, thermal contact surface or specific cold-plate compatibility, saying only that the drives "support cold-plate-enabled server designs," and system builders should ensure their server chassis complies with standards like the SFF-TA-1008 rev. 3.0a specification. The liquid-cooled CM9 drive performance numbers are the same as for the air-cooled CM9. The CM9 Series drives are currently sampling to select customers and will be showcased at the 2026 OCP Global Summit, taking place October 12 – 15 in San Jose, Calif. Kioxia gave its CM10 series of SSDs liquid-cooling support earlier this year.

    CM9-DLC datacenter SSDPCIe gen 5 CM9 datacenter SSDCM9 Series SSDsKioxiaBlocks & Files

Fri, Oct 9

  1. Impact score 30

    Kioxia unveils E1.L SSDs for hyperscalers with up to 122.88TB capacity

    On Friday, 9 October 2026, Kioxia introduced its LD4-series SSDs in an E1.L form factor (318.75 mm length × 38.4 mm height × 9.5 mm thick) designed for high-density storage deployments in hyperscale data centers, with capacities up to 122.88TB. The new drives use proven BiCS8 3D QLC NAND and target read-intensive workloads such as AI data repositories and object storage. They rely on Kioxia's proprietary platform complying with the NVMe 2.0e specification, feature a single-port configuration, and meet select requirements of the OCP Datacenter NVMe SSD specification 2.6; although listed as PCIe 5.0 compliant, the drives operate at PCIe 4.0 x4 speeds of up to 16 GT/s per lane, providing a theoretical maximum bandwidth of approximately 7.88 GB/s in each direction. Kioxia is currently sampling 15.36 TB and 30.72 TB LD4 drives to select customers and has validated an architecture capable of supporting 122.88 TB drives, but it has not disclosed when such drives will become available or when the series will enter mass production. The company also did not disclose sequential read/write speeds, random read/write IOPS, latency, DWPD/TBW endurance ratings, or power consumption. The drives will be demonstrated at the OCP Global Summit in San Jose in mid-October.

    E1.L SSDsBiCS8 3D QLC NANDKioxiaTom's Hardware

Thu, Oct 8

  1. Impact score 25

    (PR) Kioxia Announces E1.L QLC-Based SSD Designed for Hyperscale Data Centers

    Kioxia has launched its first E1.L SSD, the LD4 Series, utilizing BiCS FLASH Gen 8 QLC flash. Targeted at hyperscale data centers and read-intensive applications, this product aims to increase storage density in 1U servers.

    SSDNAND FlashKioxia America, KioxiaTechPowerUpProduct Launch
  2. Impact score 25

    Kioxia doubles super-fast flash drive speed

    Kioxia announced a 2x speed increase for its Optane-class GP series SSDs using Gen 3 XL-FLASH technology, achieving over 20 million IOPS. The company also unveiled the LD4, a PCIe 5 E1.L QLC SSD with 15.36 and 30.72 TB capacities. This launch targets AI infrastructure demands but currently shows no immediate impact on spot prices.

    SSDNAND FlashE1.L SSDKioxiaBlocks & FilesProduct Launch

Wed, Sep 9

  1. Impact score 65

    Kioxia CEO dismisses idea of Hynix tie-up

    Kioxia CEO Hiroo Ota denied joint production talks with Hynix citing antitrust and SanDisk issues. Despite Hynix's interest in a Japanese JV, Kioxia and SanDisk plan a $33 billion capacity expansion over five years. Bearish for NAND prices due to increased supply.

    NAND FlashKioxia, Hynix and 3 totalElectronics WeeklyPartnership/M&A

Mon, Sep 7

  1. Impact score 92

    A multi-year NAND deal with NO price cap? Soaring memory prices could be forcing #Apple to rewrite its supply chain playbook ahead of the launch.

    Apple reportedly signed a multi-year NAND supply deal with Kioxia without a price cap, a rare move given Apple's pricing power, as soaring memory prices force a supply chain strategy revision ahead of the September 9 launch.

    NAND FlashKioxia, Apple Inc.TrendForce Official (Market Data)Partnership/M&A

Fri, Sep 4

  1. Impact score 95

    Enterprise SSD Revenue Doubles to Over $37B in 2Q 2026 as AI Demand Lifts Prices, Shipments

    Enterprise SSD revenue doubled to over $37 billion in Q2 2026, driven by AI infrastructure expansion and higher NAND contract prices.

    Enterprise SSDNAND FlashSamsung Electronics, SK hynix and 5 totalEE Times AsiaPrice Movement
  2. Impact score 25

    Kioxia pitches flash as a DRAM substitute as Micron, YMTC close in

    Kioxia is promoting NAND flash as a substitute for DRAM to address competitive pressures from Micron and YMTC. This strategic move aims to defend market share in a segment where Kioxia lacks DRAM production capabilities.

    DRAMNAND FlashKioxia, Micron and 3 totalDigiTimes AsiaMarket Analysis

Thu, Aug 20

  1. Impact score 60

    YMTC’s move to pursue an A-share listing shortly after CXMT underscores China’s clear ambition to capture a larger share of the NAND market. After s...

    YMTC plans an A-share IPO to fund capacity expansion, surpassing Kioxia to become the world's third-largest NAND supplier. This move signals a shift from policy support to global competition. Bearish: Expansion plans suggest future supply increases.

    NAND FlashYMTC, Kioxia and 4 totalTrendForce Official (Market Data)Capacity Change

Tue, Aug 18

  1. Impact score 98

    Top five NAND Flash brands post 77% revenue surge in Q2

    Top five NAND brands reported a 77% QoQ revenue surge to $68.87B, driven by AI server demand and ASP increases. Despite weak PC demand, continued price hikes and prioritized DRAM/HBM investment suggest sustained price support in Q3.

    NAND FlashSamsung Electronics, SK hynix and 5 totalEvertiqPrice Movement

Fri, Aug 14

  1. Impact score 90

    YMTC in Big 3 for NAND units

    YMTC overtook Micron and Kioxia in Q2 NAND unit shipments to capture 14% market share, ranking third globally. Record industry revenue surged fivefold due to AI workload migration to inference, driving enterprise SSD demand and supply tightness. This bullish demand environment supports NAND price increases despite YMTC's current revenue mix disadvantage.

    NAND FlasheSSDs3D NANDYMTC, Samsung Electronics and 5 totalElectronics WeeklyPrice Movement

Wed, Aug 12

  1. Impact score 95

    YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to research

    YMTC entered the global top three NAND makers with 14% share, but revenue lags due to low consumer prices. NAND contract prices surged approximately 75% in Q2 driven by AI server demand, while Samsung cut output to prioritize higher-margin DRAM.

    NAND Flash3D NANDEnterprise SSDsYMTC, Samsung Electronics and 6 totalTom's HardwarePrice Movement

Tue, Aug 11

  1. Impact score 45

    [News] SK hynix-linked BCPE Pangea Cayman2 Becomes Kioxia’s Largest Shareholder; Influence Under Scrutiny

    SK hynix has become Kioxia's largest shareholder via a special purpose company, holding 14.19% of shares. This move, stemming from a 2018 investment, aims to solidify SK hynix's position in the NAND market. Watch: Despite the stake increase, voting rights are capped at 15% and regulatory hurdles may prevent direct management control.

    NAND FlashSK hynix, Kioxia and 3 totalTrendForcePartnership/M&A

Mon, Aug 3

  1. Impact score 60

    Memory makers lift capex as Kioxia holds spending to defend NAND lead

    Major memory suppliers are increasing capital spending to meet AI demand, but Kioxia is keeping its investment relatively tight, prioritizing technology leadership over rapid expansion.

    NAND FlashKioxiaDigiTimes AsiaCapacity Change