NuAxiSemiconductor trade intelligence

Now Kioxia coins gold from NAND shortage, with more coming

What happened

Kioxia reported record quarterly revenue of ¥543.6B ($3.6B) and net income of ¥89.5B ($585M), driven by unexpectedly high NAND selling prices. The company forecasts 'extremely strong' NAND demand exceeding supply in 2026 and is negotiating long-term agreements with hyperscalers extending to 2028. Bullish: Strong financials and explicit demand-supply imbalance signal sustained pricing power and potential for continued NAND price increases.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

NAND Flash

Kioxia

shortageprice-hikestrong-demandlta

Source and time

Source: Blocks & Files · 2/13/2026 · View original source

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Now Kioxia coins gold from NAND shortage, with more coming

What happened

Impact and signal

Affected components and suppliers

Source and time

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