# Kioxia

> Markdown twin of https://roboterminal.app/companies/kioxia · https://roboterminal.app/companies/kioxia.md

## On shared sources

- [SanDisk](https://roboterminal.app/companies/sandisk) (3)
- [SK hynix](https://roboterminal.app/companies/sk-hynix) (3)
- [Micron](https://roboterminal.app/companies/micron) (2)
- [Samsung](https://roboterminal.app/companies/samsung) (2)
- [UBS](https://roboterminal.app/companies/ubs) (2)
- [Advantest](https://roboterminal.app/companies/advantest) (1)
- [Apple](https://roboterminal.app/companies/apple) (1)
- [Applied Materials](https://roboterminal.app/companies/applied-materials) (1)
- [Broadcom](https://roboterminal.app/companies/broadcom) (1)
- [Intel](https://roboterminal.app/companies/intel) (1)
- [Seagate](https://roboterminal.app/companies/seagate) (1)
- [SK Square](https://roboterminal.app/companies/sk-square) (1)
- [Stanford](https://roboterminal.app/companies/stanford) (1)
- [Tema](https://roboterminal.app/companies/tema) (1)
- [TSMC](https://roboterminal.app/companies/tsmc) (1)
- [Western Digital](https://roboterminal.app/companies/western-digital) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2111633109519048940)
  UBS: We expect Kioxia to sustain industry-leading NAND margins versus key peers through CY26-27 due to structural advantages in terms of the manufacturing cost per GB. We expect NAND supply shortages …
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111602910761034146)
  UBS says Kioxia has restricted LTAs to 3-year durations and capped committed volumes at approximately 50%, to benefit from potential price increases relative to competitors. $SNDK $DRAM $EWY https://t…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109939721115934751)
  $AMAT just opened the largest joint chip research facility in the world, and all the major chipmakers are in it. The EPIC Center in Sunnyvale, California covers about 600,000 square feet, with nearly …
- [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2107867579503067488)
  One of the hardest parts of the memory trade is picking the stock. Forecasts have global memory chip revenue going from $200b in 2025 to over $700B in 2027. That's more than triple in two years. The d…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2098154918788157513)
  Apple, the industry's toughest price negotiator, has reportedly traded pricing leverage for volume guarantees in a long-term NAND deal, per DigiTimes; Kioxia is tipped as the counterparty and is itsel…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2097506031144456676)
  Kioxia's CEO, Hiroo Ota, on memory prices and cooperation with SK Hynix: > "Prices have already risen enough." > "We have no idea what prompted (Chey) to say what he did." > Ota said he has instructed…
- [@pstAsiatech on X](https://x.com/pstAsiatech/status/2095844289511043330)
  Kioxia outlines plan to capture AI demand with its new high-speed memory chip Japan semiconductor maker plans to upgrade NAND to replace some DRAM https://t.co/g8EtgSEWGm via @NikkeiAsia

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Source: Roboterminal · https://roboterminal.app/companies/kioxia.md