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Evertiq August 31, 2026 neutral

Kioxia and Sandisk bet $31 billion on NAND flash as AI demand surges

AI / LLMSemiconductorsMemoryManufacturingSupply Chain
Kioxia and Sandisk have announced anticipated investments in Japan totalling over USD 31 billion – approximately 5 trillion yen – contingent on government support. The investments, running through 2032, will support continued expansion of the companies' joint venture manufacturing operations at the Yokkaichi and Kitakami plants.
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