铠侠预计NAND供需紧张将持续至2027年

The Odaily Planet Daily reports that Japanese memory chip maker Kioxia Holdings has announced it expects net profit of 1.27 trillion yen for the July-September quarter of 2026, up approximately 31-fold year-on-year. The company stated that demand for NAND flash memory continues to rise, driven by growing investment in AI data centers.

Kioxia also announced a share buyback program of up to 800 billion yen (approximately XX billion USD), planning to repurchase up to 30 million shares, representing about 5.5% of issued shares. In addition, the company plans to implement a 3-for-1 stock split on October 1.

Company data shows that data center-related sales in the April-June quarter surged more than fivefold year-on-year to 1.1747 trillion yen. As AI server demand tightens storage supply, Kioxia's NAND product prices rose approximately 70% in the previous quarter, and the company expects the supply-demand tightness to persist until 2027. (Nikkei)