NuAxiSemiconductor trade intelligence

Memory makers lift capex as Kioxia holds spending to defend NAND lead

What happened

Major memory suppliers are increasing capital spending to meet AI demand, but Kioxia is keeping its investment relatively tight, prioritizing technology leadership over rapid expansion.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

NAND Flash

Kioxia

capexsupplynand

Source and time

Source: DigiTimes Asia · 8/3/2026 · View original source

Open the NuAxi live feed →

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

[News] Kioxia Targets ¥470B Yearly Capex in FY26–28, Up 66% from FY25, Reportedly Weighing Third Kitakami Fab and M&ATrendForce · 6/2/2026
Top five NAND Flash brands post 77% revenue surge in Q2Evertiq · 8/18/2026
🤔 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
Apple to raise prices due to memory chip shortage, CEO Cook tells WSJ. 📰 News Source: https://buff.ly/6RukuLrTrendForce Official (Market Data) · 6/21/2026
Phison is now demanding customers pre-pay with shorter timelines — NAND squeeze affecting everyone in the SSD supply chainTom's Hardware · 3/2/2026
Enterprise SSD Revenue Doubles to Over $37B in 2Q 2026 as AI Demand Lifts Prices, ShipmentsEE Times Asia · 9/3/2026

Memory makers lift capex as Kioxia holds spending to defend NAND lead

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings