NuAxiSemiconductor trade intelligence
Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
What happened
Kioxia forecasts continued price increases for NAND and SSD products driven by generative AI demand, despite planned capacity expansions in 2027.
Impact and signal
Low impactImpact score: 25/100
Affected components and suppliers
NAND FlashSSD
price-hikesupply-demandAI-demand
Source and time
Source: DigiTimes Asia · 3/29/2026 · View original source
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