NuAxiSemiconductor trade intelligence

Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026

What happened

Kioxia has issued an EOL notice for a wide range of legacy SLC and MLC NAND products, with phase-out completion targeted by 2026. This action reflects an industry-wide strategic shift towards advanced 3D NAND architectures and tighter capacity allocation. Bullish: The removal of legacy capacity constrains supply for specialized applications, likely supporting prices for remaining SLC/MLC inventory and creating substitution demand for newer 3D NAND.

Impact and signal

High impactImpact score: 88/100

Affected components and suppliers

NAND FlashSLC NANDMLC NAND

Kioxia

eolcapacity-reductionlegacy-parts

Source and time

Source: DigiTimes Asia · 4/1/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

🤔 High-value products are squeezing mature-node capacity, leaving MLC #NAND in short supply and driving industrial and automotive customers to SLC ...TrendForce Official (Market Data) · 7/13/2026
As 2D NAND fades, UMC faces steep hurdles to enter a shrinking marketDigiTimes Asia · 4/19/2026
[News] Kioxia Reportedly Exits 2D NAND Market, Phasing Out Floating Gate and BiCS FLASH Gen 3 in 2028TrendForce · 3/30/2026
[News] Kioxia Reportedly to End Slim NAND Packages, Final Shipments due March 2027TrendForce · 3/18/2026
💾 NAND's Quiet Segment Turns Explosive As memory giants pour capex into advanced processes, mature-node capacity is drying up, forcing industrial a...TrendForce Official (Market Data) · 7/22/2026
[News] PSMC Q3 Gross Margin Hits 48% on Memory Price Gains; Eyes 10–20% Mature-Node Price Hikes in 2027TrendForce · 10/21/2026

Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings