NuAxiSemiconductor trade intelligence

Kioxia killing off old NAND chippery

What happened

Kioxia issued an EOL notice for its legacy 2D planar and sub-96-layer 3D NAND products, with sales ending September 2026 and shipments ceasing end of 2028. This move aligns with industry-wide shifts to higher-layer, cost-effective NAND production, as competitors have already phased out similar legacy nodes. Bullish: The removal of legacy NAND supply, coupled with capacity reallocation to newer nodes, tightens the supply base for older-generation chips.

Impact and signal

High impactImpact score: 88/100

Affected components and suppliers

NAND Flash

Kioxia

eolcapacity-reallocationlegacy-phaseout

Source and time

Source: Blocks & Files · 4/2/2026 · View original source

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Kioxia killing off old NAND chippery

What happened

Impact and signal

Affected components and suppliers

Source and time

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