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Kioxia and Sandisk outline plans for memory expansion
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Fusion42 · 27 August 2026 · Fusion42 review
Kioxia and Sandisk plan to invest over ¥5 trillion (US$31.4 billion) over six years to expand NAND flash memory production in Japan, focusing on AI data center components with government subsidy support. The investment reflects robust demand from major tech companies and aims to secure Japan's competitive position in semiconductors amid regional competition.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
You face a surge in AI memory chip production from Kioxia and Sandisk with billions spent in Japan. Expect rising competition and new supply chain openings for AI data centre components this year.
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1 source · 27 Aug 2026
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