Bain Capital executive Yuji Sugimoto said South Korean chip giants Samsung and SK Hynix maintain a structural advantage over Japan's Kioxia due to the top-down leadership and ownership structures of c…
Rapidus, a Japanese semiconductor startup backed by eight major firms including Toyota and Sony, is pursuing 2-nanometer logic production with a pilot line operating in Chitose since April 2025 and ma…
Sandisk stock surged 34% in June 2026, driven by AI data-center demand for NAND flash memory, with shares climbing from $1,695 to over $2,090. The rally was fueled by strong Q2 revenue of $3.03 billio…
Synopsys is discontinuing its chip fab manufacturing control software to redirect engineers toward more profitable AI chip design tools, a move confirmed by internal sources and affecting customers in…
Synopsys is discontinuing its chip fab manufacturing process control software, affecting clients including Samsung, SK Hynix, and Kioxia, as it pivots to AI-driven electronic design automation tools. …
Kioxia launched a 332-layer NAND flash with 4.8 Gb/s interface speed, leapfrogging rivals Micron, Samsung, and SK Hynix. The Japanese chipmaker targets enterprise and data center SSDs for AI workloads…
Micron Technology is investing 1.5 trillion yen ($10 billion) to expand its Hiroshima plant, with a 536 billion yen subsidy from Japan's METI, to secure the supply chain for high-bandwidth memory used…
Kioxia and Sandisk have begun sampling their tenth-generation 3D NAND BiCS chips with 332 layers, featuring 1 Tbit TLC chips for enterprise and data center SSDs. The new technology introduces CMOS dir…
Kioxia has begun sampling its tenth-generation 332-layer 3D NAND BiCS chips, featuring 1 Tbit TLC capacity and a 4.8 Gbit/s interface speed. The technology introduces CMOS directly Bonded to Array and…
Yangtze Memory Technologies Corporation (YMTC) surged to 13% of the global NAND flash market in Q1 2026, tying with SanDisk and Micron, driven by AI-fueled demand and nearly 445% year-over-year revenu…
Apple shares fell nearly 6% on Thursday, wiping out about $250 billion in market value, after the company raised prices on iPads and Macs by up to $200, citing skyrocketing memory costs driven by AI d…
South Korean chip stocks rallied on Thursday after Micron Technology reported record quarterly revenue and an upbeat outlook, signaling sustained AI memory demand. Samsung Electronics rose 5.3% and SK…
HPE's Spaceborne Computer 4, destined for a lunar lander as part of the Astrolab FLEX mission, will use a Kioxia BG-series M.2 SSD for storage to run LLMs on the moon. The compact, low-power system re…
Japan announced a plan to mobilize 370 trillion yen ($2.3 trillion) in public-private investment by 2040, targeting a fivefold increase in domestic semiconductor sales and a 30% global share of the AI…
Japan's government growth strategy council targets 370 trillion yen ($2.3 trillion) in public and private investment across 17 strategic sectors by fiscal 2040, aiming to quintuple domestic semiconduc…
The global semiconductor market exceeded $300 billion in quarterly revenue for the first time in Q1 2026, driven by an 80% surge in memory demand from AI. Japan's Kioxia and South Korea's Samsung and …
Bain Capital is set to earn approximately $15 billion in profits from its 2018 acquisition of Kioxia, the former Toshiba Memory unit, driven by surging AI demand for data storage. The private equity f…
The rapid buildout of AI infrastructure has created a structural shortage of DRAM and NAND flash memory, causing enterprise IT budgets to become unpredictable and server costs to rise by over 125% in …
Kioxia reported record quarterly revenue of ¥1.0029 trillion ($6.29 billion) for the fourth quarter of fiscal 2026, an 84.5 percent increase driven by surging AI demand for SSDs. The NAND flash manufa…
Huawei has developed proprietary Die-on-Board (DoB) packaging technology to produce 122 TB SSDs, circumventing its inability to access the latest 100+ layer 3D NAND from mainstream suppliers due to US…