Kioxia’s memory is “sold out” for 2026, prolonging a “high-end and expensive phase”
Summary
Ars Technica reports that Kioxia's NAND flash production capacity is sold out through 2026 due to sustained AI-driven demand, signaling a prolonged period of high-end, expensive memory for both enterprise and consumer SSDs. The article notes manufacturing capacity expansions at Yokkaichi and Kitakami and explains that relief will take years, keeping memory prices elevated; it also references retail trends showing steeper price increases for higher-capacity drives.