Kioxia Sells Out 2026 NAND Capacity as AI Demand Tightens Global Memory Supply

Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply

As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries of the current upcycle, with its 2026 production capacity already fully booked and supply constraints expected to persist into 2027, according to KST Components, an electronic component distributor.

Memory chips become a bottleneck in AI development

Demis Hassabis, CEO of Google DeepMind, said the entire memory chip supply chain is overloaded, slowing down global AI development. In an interview with CNBCHassabis acknowledges that physical challenges are holding back the widespread deployment of AI models. Large companies like Google are also being hit hard as demand for Gemini and other language models […]