Semiconductors

KIOXIA Holdings

Medium58% confidenceProfile verified Jul 17, 2026

A major Japanese NAND flash memory manufacturer, spun off from Toshiba, positioned alongside Sandisk, Micron, and SK Hynix as a key global memory supplier benefiting from AI-driven storage demand. Kioxia reported fiscal-2025 revenue of approximately $14.8 billion (up 30.3% year-over-year) and operating profit of about $5 billion (up 67%), driven by AI data center NAND demand that saw dollar-denominated average selling prices double within a single quarter; the company's entire NAND flash production capacity for calendar 2026 is fully sold out.

Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Earnings-call mentions

Mentioned by Sandisk

our reliance on strategic relationships with key partners, including Kioxia Corporation

SEC 8-K exhibit (0001628280-26-028879) · Apr 30, 2026

Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

2 sources · 78% avg. source confidence

  • Blocks & Files / company financial resultsKioxia tops $14.8B revenue on AI demand, announces US ADS listing plan80% source confidence
  • TrendForceKioxia confirms 2026 NAND capacity fully booked, posts record ¥543.6B quarterly revenue76% source confidence

Dependency Map

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The Story So Far (last 6 months)

Feb 2026: Kioxia confirms 2026 NAND capacity fully booked, posts record ¥543.6B quarterly revenueMay 2026: Kioxia tops $14.8B revenue on AI demand, announces US ADS listing plan

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.