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[SITUATION] · [QUIET] · [TECHNOLOGY]
16 clusters · 62 sources · 82 days · First seen · Last updated
Kioxia expands AI storage roadmap and targets US listing
Overview
Kioxia has significantly accelerated its AI-focused storage roadmap, driven by surging demand in generative-AI data centers. In late July, the company reported a 28-fold year-over-year increase in first-quarter operating profit, reaching 1.27 trillion yen, attributed to higher SSD prices and rising NAND shipments. To manage growth, Kioxia announced a 3-for-1 stock split effective October 1. Technological advancements have centered on the launch of the CM10 PCIe 6.0 enterprise SSD series, utilizing 10th-generation 332-layer BiCS FLASH TLC memory. In August 2026, Kioxia and SanDisk unveiled BiCS10, a new generation of 3D NAND flash memory using a QLC architecture with 332 active layers, achieving a storage density of over 37 Gbit per square millimeter. By the second quarter of 2026, Kioxia ranked 8th globally in semiconductor revenue, becoming the top-performing Japanese company in the top 20. The company saw revenue expand more than fourfold compared to the same period last year, fueled by high demand for AI flash memory. To further capitalize on the AI sector, Kioxia is preparing to list American Depositary Shares (ADS) in the United States. This strategic move aims to expand its investor base and increase liquidity for those targeting AI infrastructure and data center technologies. Amidst these developments, CEO Hiroo Ota clarified that there are currently no discussions regarding deep manufacturing cooperation or joint ventures with SK hynix. In September 2026, reports indicated Kioxia is considering a U.S. listing that could raise at least $10 billion, potentially as early as next year. The company has reportedly held discussions with major lenders, including Bank of America, Goldman Sachs Group, and JPMorgan Chase.
Entities
Kioxia · Kioxia Corporation · Nvidia · Sandisk · Voya Investments
Claims
What the coverage asserts, and how many sources carry each claim.
- [● 3 SOURCES] Kioxia announced the NX1 Series SSD with direct liquid cooling capability.
- [● 3 SOURCES] The NX1 SSD uses a PCIe Gen 5.0 interface and NVMe 2.0 protocol.
- [● 3 SOURCES] Capacities of the NX1 SSD range from 1.92 TB to 15.36 TB.
- [● 3 SOURCES] The NX1 provides up to 38 % higher sequential write speed and up to 20 % higher random write speed than the prior XD series.
- [● 3 SOURCES] The SSD uses 218‑layer BiCS gen‑8 3D TLC NAND and a Kioxia‑developed controller.
- [● 3 SOURCES] An optional self‑encrypting drive version meets TCG Opal specifications.
- [● 3 SOURCES] Sampling will occur with selected hyperscale customers and the SSD will be demonstrated at the Future of Memory and Storage event in Santa Clara, CA, 4‑6 August 2026.
- [● 3 SOURCES] Kioxia announced the CM10 Series, its first enterprise SSD using PCIe 6.0.
- [● 3 SOURCES] CM10 SSD capacities range from 1.6 TB to 61.44 TB.
- [● 3 SOURCES] CM10 SSDs deliver up to about 92 % higher sequential read performance and up to about 85 % higher random read performance versus the previous CM9 generation.
- [● 2 SOURCES] CM10 SSDs support NVIDIA CMX context‑memory storage solution.
- [● 2 SOURCES] CM10 SSDs offer direct‑cold‑plate liquid cooling in the E3.S and E1.S form factors.
Timeline
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14 days ago
[BUSINESS] 3 sourcesKioxia considers $10 billion U.S. listing to attract AI investorsJapanese chipmaker Kioxia is considering a U.S. listing to raise at least $10 billion, aiming to attract global AI investors and improve liquidity for its memory-storage business.
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17 days ago
[BUSINESS] 2 sourcesKioxia prepares US listing to target global AI memory demandKioxia plans to list American Depositary Shares in the US to boost liquidity and target global AI infrastructure investors while focusing on CXL memory and 3D Flash technology.
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28 days ago
[BUSINESS] 4 sourcesKioxia ranks 8th globally in semiconductor revenue for Q2 2026Kioxia ranked 8th globally in semiconductor revenue for Q2 2026, driven by surging AI demand for flash memory. The global market grew 104% year-on-year to $368 billion.
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about 1 month ago
[BUSINESS] 8 sourcesKioxia begins site preparation for new manufacturing building in KitakamiKioxia has begun site preparation for a third manufacturing building at its Kitakami plant in Japan, targeting a fiscal 2029 launch to boost BiCS FLASH memory production for AI applications.
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about 1 month ago
[TECHNOLOGY] 2 sourcesKioxia and SanDisk unveil high-density BiCS10 3D NAND memoryKioxia and SanDisk debut BiCS10 3D NAND with record density, while Samsung expands its SSD lineup with the DRAM-less 990 model.
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about 1 month ago
[TECHNOLOGY] 2 sourcesCXL technology shows growth potential at 2026 FMS ConferenceThe 2026 FMS Conference highlighted significant growth projections for CXL technology, featuring memory pooling solutions from SK hynix and new high-performance NAND flash from Kioxia.
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about 2 months ago
[TECHNOLOGY] 5 sourcesKioxia GP Series SSD Wins Best of Show Award, Targets AI Workloads with GPU‑Direct PCIe 6.0Kioxia's GP Series PCIe 6.0 SSD, optimized for GPU direct access and delivering 10 M IOPS, won the FMS Best of Show award and is positioned as a cost‑effective alternative to HBM for AI workloads.
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about 2 months ago
[TECHNOLOGY] 9 sourcesKIOXIA unveils liquid‑cooled AI SSD as data‑center storage race heats upKIOXIA launched a liquid‑cooled PCIe 5.0 AI SSD, while Microchip‑Micron unveiled a PCIe 6.0 storage architecture and KIOXIA’s GP1 SSD promises 10 M IOPS; Marvell also announced a PCIe 6.0 controller, all to cut
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about 2 months ago
[TECHNOLOGY] 2 sourcesKioxia unveils PCIe 6.0 CM10 enterprise SSD with 10th‑gen BiCS flashKioxia unveiled the PCIe 6.0 CM10 enterprise SSD built on its 10th‑gen BiCS FLASH 332‑layer NAND, offering up to 92% faster sequential reads and AI‑focused features, and announced mass production of BiCS 10 to挑
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about 2 months ago
[TECHNOLOGY] 8 sourcesKioxia launches CM10 PCIe 6.0 enterprise SSD series for AI workloadsKioxia introduced its first PCIe 6.0 enterprise SSD line, the CM10 series, offering up to 61 TB capacity and 92 % faster reads for AI workloads, and also announced UFS 5.0 flash modules for AI‑enabled devices.
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about 2 months ago
[BUSINESS] 2 sourcesKioxia reports AI‑driven earnings surge as Amotech raises funds for MLCC expansionKioxia posted a 1.27 trillion‑yen operating profit in Q1, driven by AI data‑center storage demand, while Amotech raised 206 billion won to expand MLCC production for AI servers.
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2 months ago
[TECHNOLOGY] 10 sourcesKioxia launches NX1 liquid‑cooled PCIe 5 SSD for AI data centersKioxia's NX1 SSD, the first liquid‑cooled PCIe 5 drive for AI servers, offers up to 38 % faster writes, capacities up to 15.36 TB, and will be demoed at the Aug 2026 FMS event in the US.
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2 months ago
[BUSINESS] 3 sourcesJapan's Kioxia Accelerates Capex Amid AI-Driven Demand SurgeKioxia plans a major capex increase to meet AI‑driven storage demand, urging proof of sustainable growth beyond a temporary supply boost.
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2 months ago
[TECHNOLOGY] 4 sourcesKioxia expands with new Kitakami fab as AI drives flash memory boomKioxia opened a new Kitakami fab to meet AI‑driven flash memory demand, seeing a seven‑fold share rise and planning a US listing amid competition from China’s YMTC.
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3 months ago
[TECHNOLOGY] 2 sourcesKioxia and SanDisk Begin 10th‑Gen 3D Flash Memory Production at Kitakami Plant in JapanKioxia and SanDisk have started producing 10th‑generation 3D NAND flash memory at the Fab2 facility in Kitakami, Japan, using AI‑enhanced, earthquake‑resistant equipment as part of a joint venture extended to 2
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3 months ago
[BUSINESS] 2 sourcesKioxia to Supply Official Gaming SSDs for 2026 Asian Games in JapanKioxia signed a Tier‑4 partnership to provide its EXCERIA PRO G2 SSD as the official gaming storage for the 2026 Asian Games and Para Games in Japan.
Sources
absolutegeeks.com · aijourn.com · antaranews.com · arabnews.jp · basic-tutorials.de · beautynury.com · bithub.si · biz.heraldcorp.com · bizmakoto.jp · blocksandfiles.com · borncity.com · ca.sports.yahoo.com · classics.itmedia.co.jp · dovetail.com · dreamnews.jp · dxmagazine.jp · ebiten.jp · eejournal.com · eetimes.jp · electronicsmedia.info · electronicsweekly.com · electronique-mag.com · elettronicanews.it · enca.com · enterprisewired.com · evertiq.pl · financialpost.com · forbesliberia.com · gamemag.it · ginjfo.com · go4it.ro · guidespot.com · guru3d.com · hummingbirdvc.substack.com · igorslab.de · infomediaire.net · information.tv5monde.com · intersindical-csc.org · iotinsider.com · it-boltwise.de · ithome.com · japantimes.co.jp · leianoticias.com.br · lovendal.net · meeco.kr · personalmag.rs · prensaanimal.com · profesionalreview.com
This summary has been updated 14 times: see revision history