Kioxia and Sandisk to invest over $31B in Japan NAND fabs through 2032
Kioxia and Sandisk will put more than $31 billion (about ¥5 trillion) into their Yokkaichi and Kitakami plants through 2032, contingent on Japanese government support, with site preparation for Fab3 at Kitakami underway and the joint venture extended to December 2034. The capital is aimed at multi-year NAND bit growth rather than a single node jump, which locks in Japan as the supply base for high-capacity flash as AI data centers absorb storage capacity.
Source: kioxia.com ↗
Kioxia will continue to meet growing demand for high-capacity, high-performance, and power-efficient flash memory, which is essential to the growth of an AI-driven society.
Hiroo Ota, President and CEO of Kioxia
Why this matters
- → Locks in Japan as primary NAND supplier for AI data centers during critical capacity expansion
- → Kioxia and Sandisk reinforce 25-year partnership with $31B multi-year commitment through 2032
- → Government backing signals strategic semiconductor rivalry — US-Japan alliance vs. China dominance
Japan's AI gambit