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Kioxia

17 articles – accelerating

Kioxia has appeared in 17 articles since 2021-08. Coverage peaked in 2026Q4 with 6 articles. Frequently mentioned alongside Sandisk, Japanese, NAND, JV.

Articles
17
mentions
Velocity
+20.0%
growth rate
Acceleration
+0.367
velocity change
Sources
7
publications
Kioxia and Sandisk’s $31 Billion NAND Bet
Enterprise SSDs accounted for 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. Kioxia and Sandisk plan more than $31 billion of Japanese inv...
SanDisk’s $1.165 Billion Bet on NAND Access
Enterprise SSDs reached 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. SanDisk extended its Kioxia manufacturing agreement through 2034.
Why Toshiba Is Doubling HDDs as Enterprise SSDs Surge
Enterprise SSDs rose from 26% to 48% of global NAND shipments in a year, according to Counterpoint. Toshiba plans to double AI-data-center HDD capacity by FY202...
At 48% of NAND Shipments, SSDs Pull SK Hynix Beyond HBM
Enterprise SSDs accounted for 48% of global NAND shipments in Q2 2026, up from 26% a year earlier. SK Hynix is expanding across HBM, DRAM, NAND, packaging, flas...
SanDisk’s $1.165B Flash Pact Runs Through 2034
SanDisk reported fiscal Q3 revenue up 251% to $5.95B after agreeing to pay Kioxia $1.165B for joint-venture access through 2034. Among four cited supply records...

Coverage Timeline

2026-11-02
Bloomberg 4 related

NAND maker Kioxia's stock closed down 15.78% after its cautious Q3 outlook inflamed investor concerns that the explosive growth driven by AI may be leveling off

Kioxia Holdings Corp.'s shares fell by their most in three months after the Japanese memory maker's cautious outlook inflamed concerns …

2026-10-31
2026-10-30
2026-10-29
Wall Street Journal 5 related

How surging demand from AI hyperscalers has quintupled flash memory prices and shifted market and negotiating power from Apple to suppliers like Kioxia

The iPhone maker for years bullied flash-storage makers into steep discounts—until AI hyperscalers bid up prices and gobbled up supply

2026-10-18
2026-10-17
Nikkei Asia 2 related

NAND flash maker Kioxia has lost two-thirds of its market cap since its June peak, when it became Japan's most valuable listed company, as Chinese rivals emerge

TOKYO — Japanese memory chip maker Kioxia Holdings' market value has shrunk to one-third of the peak it reached just four months ago …

2026-09-15
Bloomberg 5 related

Sources: Tokyo-based memory maker Kioxia is considering raising $10B+ through a 2027 US ADR listing as it seeks more liquidity after billions in share buybacks

Kioxia Holdings Corp. is considering raising at least $10 billion by listing American depositary receipts, people familiar with the matter said …

2026-09-02
Bloomberg 1 related

A look at Kioxia's expansion to Kitakami, Japan, which helped stall the city's demographic decline and is a test of Japan's ~$640B AI and chips investment plan

Japan is betting $640 billion on AI and chips.  But this struggling city shows the limits of that investment.

2026-08-28
Reuters 13 related

Japan's Kioxia and Sandisk plan to spend $31B+ in Japan through 2032 to drive chip tech and expand production capacity, including an $11.3B Kitakami plant

Japan's Kioxia (285A.T) and U.S.-based Sandisk (SNDK.O) said on Thursday they planned to invest more than $31 billion in Japan through 2032 …

2026-08-27
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Quarterly Coverage

Top Sources

Narrative

TEXXR tracks 50 tech news articles mentioning Kioxia, dating back to August 2020. The biggest stories include Shares of Japanese NAND flash maker Kioxia slid 12% on Friday after a report that OpenAI... and Japanese NAND flash maker Kioxia's stock is up ~800% over the past 12 months, as AI.... Frequently covered alongside NAND, Sandisk, Western Digital, SK Hynix, and Kioxia Holdings Corp.. Coverage has shifted toward enterprise, developer themes and away from funding, consumer.

Key Moments

2024Q3consumer +50pts; funding +100pts
2024Q4consumer -100pts; funding -25pts; competition +25pts
2025Q4developer +33pts; funding -8pts; competition -25pts

Relationships

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