Kioxia Confirms 2026 NAND Flash Production Capacity Fully Sold Out

According to official confirmation from Kioxia, driven by the global AI boom, its NAND flash production capacity for 2026 has been completely sold out, and the supply-demand imbalance is expected to persist at least until 2027.

Notably, the company has explicitly stated that it will not adopt a “highest bidder” allocation approach but will instead prioritize ensuring stable supply for long-term strategic partners.

This strategy, while intensifying market supply constraints and price increases, significantly impacts downstream industry chains and reflects how leading memory manufacturers, during the current upward cycle, are placing greater emphasis on building stable, long-term industrial ecosystems to mitigate the inherent volatility of the sector.