On Aug 27, 2026, Kioxia and SanDisk announced plans to invest more than $31B (about 5 trillion yen) through 2032 in their Yokkaichi and Kitakami NAND plants, subject to government support and demand. The pair has already invested over $50B in Japan across 25 years of their joint venture.
Kioxia and SanDisk to invest over $31B in Japanese flash-memory plants
Hardware and device founders planning multi-year NAND storage needs get a supply-expansion signal; factor projected flash capacity growth into 2027-plus BOM and pricing assumptions.
Source: Kioxia
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