NuAxiSemiconductor trade intelligence

Kioxia discontinues 2D NAND products, last shipments to be made in 2028 — 1980s planar NAND memory reaches end of life

What happened

Kioxia will discontinue 2D NAND and early-generation BiCS 3D NAND, with final shipments scheduled for December 2028. This marks the end of planar NAND technology, which began production in the 1980s. Bullish: The EOL plan will create scarcity for remaining legacy inventory, supporting prices.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

NAND FlashPlanar NANDeMMCUFSSD CardsRaw Wafers

Kioxia

eollegacysupply_cut

Source and time

Source: Tom's Hardware · 3/31/2026 · View original source

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Kioxia discontinues 2D NAND products, last shipments to be made in 2028 — 1980s planar NAND memory reaches end of life

What happened

Impact and signal

Affected components and suppliers

Source and time

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