Nakato explained, "It's physically impossible to arbitrarily accelerate delivery or increase volume simply because orders are piling up." The executive also added, "Rather than simply prioritizing supply to the highest bidders, we mutually agree on annual supply plans with our long-term partners and distribute them accordingly."
Nakato believes that Kioxia’s Yokkaichi and Kitakami factories can meaningfully help with the global NAND supply shortage. The former reportedly uses AI and IoT technologies to collect approximately 50 TB of manufacturing data daily to maximize yield. Meanwhile, the Kitakami fab, barring any setbacks, should soon start full-scale production of Kioxia’s 8th-generation BiCS (BiCS8) flash.
The window for affordable SSDs closed a couple of months ago. If you’re planning to build a system in the near future or are seriously contemplating a storage upgrade, the time to act is now. It appears the rising prices on SSDs will continue their upward trend throughout 2026 and potentially into 2027.
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Zhiye Liu is a news editor, memory reviewer, and SSD tester at Tom\u2019s Hardware. Although he loves everything that\u2019s hardware, he has a soft spot for CPUs, GPUs, and RAM. ","collapsible":{"enabled":true,"maxHeight":250,"readMoreText":"Read more","readLessText":"Read less"}}), "https://slice.vanilla.futurecdn.net/13-4-11/js/authorBio.js"); } else { console.error('%c FTE ','background: #9306F9; color: #ffffff','no lazy slice hydration function available'); } Zhiye Liu News Editor, RAM Reviewer & SSD Technician Zhiye Liu is a news editor, memory reviewer, and SSD tester at Tom’s Hardware. Although he loves everything that’s hardware, he has a soft spot for CPUs, GPUs, and RAM.
Key considerations
- Investor positioning can change fast
- Volatility remains possible near catalysts
- Macro rates and liquidity can dominate flows
Reference reading
- https://www.tomshardware.com/pc-components/ssds/SPONSORED_LINK_URL
- https://www.tomshardware.com/pc-components/ssds/kioxia-exec-says-the-ai-boom-means-the-era-of-the-cheap-1tb-ssd-is-over-companys-nand-supply-is-sold-out-for-this-year-and-likely-through-2027#main
- https://www.tomshardware.com
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