NuAxiSemiconductor trade intelligence

[News] Kioxia Begins BiCS 10 NAND Sampling, Reportedly Targets 2027 Mass Production at Kitakami Fab

What happened

Kioxia began sample shipments of 1Tb TLC BiCS 10 NAND on July 3, targeting 2027 mass production. The 332-layer technology offers 30% faster speeds and improved efficiency. Watch: New generation launch signals future capacity expansion and competitive pressure.

Impact and signal

Low impactImpact score: 20/100

Affected components and suppliers

NAND FlashBiCS 10 NANDTLC NAND

Kioxia SK hynix

product_launchcapacity_expansioncompetition

Source and time

Source: TrendForce · 7/2/2026 · View original source

Open the NuAxi live feed →

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

YMTC’s move to pursue an A-share listing shortly after CXMT underscores China’s clear ambition to capture a larger share of the NAND market. After s...TrendForce Official (Market Data) · 8/20/2026
[News] SK hynix-linked BCPE Pangea Cayman2 Becomes Kioxia’s Largest Shareholder; Influence Under ScrutinyTrendForce · 8/10/2026
Top five NAND Flash brands post 77% revenue surge in Q2Evertiq · 8/18/2026
Enterprise SSD Revenue Doubles to Over $37B in 2Q 2026 as AI Demand Lifts Prices, ShipmentsEE Times Asia · 9/3/2026
YMTC breaks into the top three NAND makers for the first time as AI servers swallow 48% of all flash — Chinese vendor has 14% share, according to researchTom's Hardware · 8/12/2026
[News] Taiwanese module maker Transcend Reportedly Sees 40–50% DDR5 Price surge in Q2TrendForce · 4/8/2026

[News] Kioxia Begins BiCS 10 NAND Sampling, Reportedly Targets 2027 Mass Production at Kitakami Fab

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings