Kioxia, a Japanese NAND flash manufacturer, forecasts a 2.7-fold increase in NAND memory demand by 2028, driven by AI, which is expected to impact SSD prices significantly. The company's new K2 plant ...
Sandisk is gaining traction in enterprise SSDs, riding AI-driven demand and a favourable NAND pricing cycle. The BiCS8 ramp positions SNDK for cost leverage and margin expansion in an undersupplied ...
AI infrastructure continues to strengthen NAND Flash demand; Kioxia posts highest QoQ growth in 3Q25
TrendForce’s recent research indicates that the ongoing expansion of AI infrastructure by CSPs fueled strong demand for enterprise SSDs in 3Q25. As a result, the combined revenue of the top five NAND ...
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