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Kioxia CEO dismisses idea of Hynix tie-up

What happened

Kioxia CEO Hiroo Ota denied joint production talks with Hynix citing antitrust and SanDisk issues. Despite Hynix's interest in a Japanese JV, Kioxia and SanDisk plan a $33 billion capacity expansion over five years. Bearish for NAND prices due to increased supply.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

NAND Flash

KioxiaHynixSanDisk

capacity_expansionsupply_increasema_discussion

Source and time

Source: Electronics Weekly · 9/8/2026 · View original source

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Kioxia CEO dismisses idea of Hynix tie-up

What happened

Impact and signal

Affected components and suppliers

Source and time

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