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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.

Timeline

  1. 14 days ago

    [BUSINESS] 3 sources
    Kioxia considers $10 billion U.S. listing to attract AI investors

    Japanese 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.

  2. 17 days ago

    [BUSINESS] 2 sources
    Kioxia prepares US listing to target global AI memory demand

    Kioxia 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.

  3. 28 days ago

    [BUSINESS] 4 sources
    Kioxia ranks 8th globally in semiconductor revenue for Q2 2026

    Kioxia 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.

  4. about 1 month ago

    [BUSINESS] 8 sources
    Kioxia begins site preparation for new manufacturing building in Kitakami

    Kioxia 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.

  5. about 1 month ago

    [TECHNOLOGY] 2 sources
    Kioxia and SanDisk unveil high-density BiCS10 3D NAND memory

    Kioxia and SanDisk debut BiCS10 3D NAND with record density, while Samsung expands its SSD lineup with the DRAM-less 990 model.

  6. about 1 month ago

    [TECHNOLOGY] 2 sources
    CXL technology shows growth potential at 2026 FMS Conference

    The 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.

  7. about 2 months ago

    [TECHNOLOGY] 5 sources
    Kioxia GP Series SSD Wins Best of Show Award, Targets AI Workloads with GPU‑Direct PCIe 6.0

    Kioxia'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.

  8. about 2 months ago

    [TECHNOLOGY] 9 sources
    KIOXIA unveils liquid‑cooled AI SSD as data‑center storage race heats up

    KIOXIA 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

  9. about 2 months ago

    [TECHNOLOGY] 2 sources
    Kioxia unveils PCIe 6.0 CM10 enterprise SSD with 10th‑gen BiCS flash

    Kioxia 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

  10. about 2 months ago

    [TECHNOLOGY] 8 sources
    Kioxia launches CM10 PCIe 6.0 enterprise SSD series for AI workloads

    Kioxia 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.

  11. about 2 months ago

    [BUSINESS] 2 sources
    Kioxia reports AI‑driven earnings surge as Amotech raises funds for MLCC expansion

    Kioxia 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.

  12. 2 months ago

    [TECHNOLOGY] 10 sources
    Kioxia launches NX1 liquid‑cooled PCIe 5 SSD for AI data centers

    Kioxia'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.

  13. 2 months ago

    [BUSINESS] 3 sources
    Japan's Kioxia Accelerates Capex Amid AI-Driven Demand Surge

    Kioxia plans a major capex increase to meet AI‑driven storage demand, urging proof of sustainable growth beyond a temporary supply boost.

  14. 2 months ago

    [TECHNOLOGY] 4 sources
    Kioxia expands with new Kitakami fab as AI drives flash memory boom

    Kioxia 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.

  15. 3 months ago

    [TECHNOLOGY] 2 sources
    Kioxia and SanDisk Begin 10th‑Gen 3D Flash Memory Production at Kitakami Plant in Japan

    Kioxia 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

  16. 3 months ago

    [BUSINESS] 2 sources
    Kioxia to Supply Official Gaming SSDs for 2026 Asian Games in Japan

    Kioxia 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