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[News] Kioxia Reportedly Exits 2D NAND Market, Phasing Out Floating Gate and BiCS FLASH Gen 3 in 2028

What happened

Kioxia China issued an EOL notice for Floating Gate and BiCS FLASH Gen 3 products, with final shipments scheduled for Dec 31, 2028. This move aligns with Samsung's recent halt of 2D NAND production and TrendForce's forecast of a 41.7% YOY capacity drop in MLC NAND Flash. Bullish. The consolidation of 2D NAND supply by major players like Samsung and Kioxia signals a significant supply shortage and upward price pressure.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

NAND FlashMLC NANDFloating GateBiCS FLASH Gen 3

Kioxia Samsung Electronics SK hynix Micron

shortagecapacity-cuteolprice-hike

Source and time

Source: TrendForce · 3/30/2026 · View original source

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[News] Kioxia Reportedly Exits 2D NAND Market, Phasing Out Floating Gate and BiCS FLASH Gen 3 in 2028

What happened

Impact and signal

Affected components and suppliers

Source and time

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