Kioxia's memory is "sold out" for 2026, prolonging a "high-end and expensive phase"
Kioxia is increasing its manufacturing capacity, but the benefits of this expansion will be gradual and not immediate.
MAIN POINTS
- Kioxia is expanding its manufacturing capabilities.
- The increase in capacity aims to meet growing demand.
- Relief from this expansion will be slow to materialize.
- The gradual process may affect market dynamics.
TAKEAWAYS
- Expect a slow rollout of increased manufacturing capacity.
- Market demand is a driving factor for Kioxia's expansion.
- Immediate relief from capacity expansion is unlikely.
- The expansion may influence future market trends.