Kioxia & Sandisk: 31-Mrd-Dollar-Investition für mehr Flash-Speicher
Kioxia and SanDisk confirm a massive expansion plan involving a $31 billion investment to boost NAND flash production capacity.
Kioxia and Sandisk have confirmed a massive expansion of their NAND flash production capabilities with a total investment of 31-Mrd-Dollar-Investition. Following earlier rumors, the Japanese manufacturer officially acknowledged plans to build a third factory in Japan by 2029 and invest heavily in existing facilities, aiming to meet surging global demand for high-capacity storage.
The core of this 31-Mrd-Dollar-Investition focuses on the Kitakami Plant in Iwate Prefecture, Japan. The company will utilize land south of its existing Fab 2 to construct a new fabrication line that is expected to begin chip production by 2029. This expansion follows the launch of Fab 1 in 2020 and Fab 2 in September 2025, creating a rapid succession of new capacity.
While specific figures for the Kitakami facility were not disclosed in the official announcement, Japanese media reports suggest an investment of around 1.8 trillion yen for this specific site alone. The remaining portion of the 31-Mrd-Dollar-Investition will be directed toward further expansion plans at the Yokkaichi Plant and other strategic locations.
In total, Kioxia intends to invest approximately 5 trillion yen by 2032. This represents a significant acceleration in capital expenditure; over the past 25 years of collaboration with Sandisk, the partners had invested roughly 9 trillion yen. The new five-year plan aims to deploy an amount equivalent to 56% of that historical total.
The primary product focus for this expansion is the latest generation of BiCS-Flash. With NAND flash currently following a steep demand curve and experiencing significant price increases, these capacity upgrades are designed to alleviate potential shortages. The new facilities will help ensure supply stability as consumer and enterprise storage needs continue to grow rapidly.
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