Kioxia and SanDisk 5 trillion yen investment analysis report released

Lister Co., Ltd. has launched a demand ripple effect analysis report focused on the approximately 5 trillion yen domestic investment plan announced by Kioxia and SanDisk. The investment, aimed at strengthening production equipment, related infrastructure, and technology at the Yokkaichi and Kitakami plants through 2032, serves as the basis for this market intelligence.

Rather than simply estimating market size, the report decomposes semiconductor capital investment into manufacturing processes, required functions, equipment, materials, and procurement routes. It is designed to help manufacturing companies from various industries identify specific business opportunities, such as where their technologies in precision processing, fluid control, or maintenance might be applicable within the semiconductor supply chain.

The report is intended to be used alongside Lister’s demand ripple company database, which categorizes demand into 6 functions and 35 areas to assist companies in selecting collaboration partners and preparing for business development.