NuAxiSemiconductor trade intelligence

[News] Kioxia Reportedly to End Slim NAND Packages, Final Shipments due March 2027

What happened

Kioxia will discontinue Thin Small Outline Package (TSOP) NAND products, with final orders due by September 15, 2026, and last shipments scheduled for March 15, 2027. This move is part of a broader industry shift away from lower-value MLC NAND to focus on TLC, QLC, and DRAM production. Bullish: The phase-out of a legacy packaging format reduces future supply, tightening the market for compatible legacy systems and potentially supporting prices for remaining inventory.

Impact and signal

High impactImpact score: 85/100

Affected components and suppliers

NAND FlashMLC NAND

Kioxia

eolsupply-reductioncapacity-restructuring

Source and time

Source: TrendForce · 3/18/2026 · View original source

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[News] Kioxia Reportedly to End Slim NAND Packages, Final Shipments due March 2027

What happened

Impact and signal

Affected components and suppliers

Source and time

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