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BusinessQuiet 12d · day 12

Kioxia's SSD revenues surge 453% on AI datacenter demand

The storage chip maker reported record quarterly revenue of ¥2.48 trillion, driven by enterprise demand for AI infrastructure.

newest coverage 11d agosummary written 11d ago2 pieces Google NewsNewswires

What to know

  • Kioxia's Q3 2026 revenue hit ¥2.48 trillion ($15.8 billion), up 453 percent year-over-year, with a single quarter now exceeding all of 2025's annual revenue.
  • Datacenter demand for AI infrastructure drove 65 percent of SSD revenue; the company is mass-producing 245TB QLC SSDs to meet accelerating workload demands.
  • Multi-year long-term agreements cover over 50 percent of 2028 production; remaining 2027 capacity is sold out, with customers requesting commitments through 2030.
  • The company's performance significantly outpaced its joint-venture partner Western Digital's Sandisk division, which reported $11 billion revenue (up 378 percent).

“AI Demand remains exceptionally strong, driven by growing demand of agentic AI applications. KV Cache demand continues to grow.”

Kioxia, Company statement · Blocks & Files ↗

Kioxia SSD and memory chip manufacturer

Kioxia's SSD revenues surge 453% on AI datacenter demand
blocksandfiles.com

How it unfolded 1 development · click the chart to see its coverage articles

Peak 1 piece in 3h at Nov 1, 11 PM; 2 pieces over 12 days (2 articles) Nov 1, 11 PM — 1 piece · 1 article — Google News 1Nov 2, 2 AM — 1 piece · 1 article — Newswires 1Nov 2, 5 AM — quietNov 2, 8 AM — quietNov 2, 11 AM — quietNov 2, 2 PM — quietNov 2, 5 PM — quietNov 2, 8 PM — quietNov 2, 11 PM — quietNov 3, 2 AM — quietNov 3, 5 AM — quietNov 3, 8 AM — quietNov 3, 11 AM — quietNov 3, 2 PM — quietNov 3, 5 PM — quietNov 3, 8 PM — quietNov 3, 11 PM — quietNov 4, 2 AM — quietNov 4, 5 AM — quietNov 4, 8 AM — quietNov 4, 11 AM — quietNov 4, 2 PM — quietNov 4, 5 PM — quietNov 4, 8 PM — quietNov 4, 11 PM — quietNov 5, 2 AM — quietNov 5, 5 AM — quietNov 5, 8 AM — quietNov 5, 11 AM — quietNov 5, 2 PM — quietNov 5, 5 PM — quietNov 5, 8 PM — quietNov 5, 11 PM — quietNov 6, 2 AM — quietNov 6, 5 AM — quietNov 6, 8 AM — quietNov 6, 11 AM — quietNov 6, 2 PM — quietNov 6, 5 PM — quietNov 6, 8 PM — quietNov 6, 11 PM — quietNov 7, 2 AM — quietNov 7, 5 AM — quietNov 7, 8 AM — quietNov 7, 11 AM — quietNov 7, 2 PM — quietNov 7, 5 PM — quietNov 7, 8 PM — quietNov 7, 11 PM — quietNov 8, 2 AM — quietNov 8, 5 AM — quietNov 8, 8 AM — quietNov 8, 11 AM — quietNov 8, 2 PM — quietNov 8, 5 PM — quietNov 8, 8 PM — quietNov 8, 11 PM — quietNov 9, 2 AM — quietNov 9, 5 AM — quietNov 9, 8 AM — quietNov 9, 11 AM — quietNov 9, 2 PM — quietNov 9, 5 PM — quietNov 9, 8 PM — quietNov 9, 11 PM — quietNov 10, 2 AM — quietNov 10, 5 AM — quietNov 10, 8 AM — quietNov 10, 11 AM — quietNov 10, 2 PM — quietNov 10, 5 PM — quietNov 10, 8 PM — quietNov 10, 11 PM — quietNov 11, 2 AM — quietNov 11, 5 AM — quietNov 11, 8 AM — quietNov 11, 11 AM — quietNov 11, 2 PM — quietNov 11, 5 PM — quietNov 11, 8 PM — quietNov 11, 11 PM — quietYesterday, 2 AM — quietYesterday, 5 AM — quietYesterday, 8 AM — quietYesterday, 11 AM — quietYesterday, 2 PM — quietYesterday, 5 PM — quietYesterday, 8 PM — quietYesterday, 11 PM — quietToday, 2 AM — quietToday, 5 AM — quietToday, 8 AM — quietToday, 11 AM — quietToday, 2 PM — quietToday, 5 PM — quietToday, 8 PM — quiet 1
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  1. background

    Kioxia expands AI-focused SSD production and long-term commitments — Kioxia announced mass production of its LC9 Series QLC SSDs, including a 245TB model, with customer qualification progressing. The company has multi-year long-term agreements (LTAs) covering more than 50 percent of production volume through calendar 2028, and has begun discussions with customers on commitments through 2029 and 2030.

  2. 1

    Kioxia reports ¥2.48 trillion Q3 revenue, up 453 percent annually

    Kioxia disclosed record quarterly revenue of ¥2.48 trillion ($15.8 billion) for July–September 2026, with net profit of ¥1.35 trillion ($8.6 billion), up 3,200 percent year-over-year. The surge was driven by strong demand from datacenter customers focusing on generative AI, with SSD and storage revenues reaching ¥1.62 trillion, of which approximately 65 percent came from datacenters.

    “The quarter-on-quarter increase was primarily due to a significant increase in average selling prices (ASPs) resulting from strong demand from datacenter customers focusing on generative AI.”
    — Kioxia
    1. 2 outlets Kioxia's SSD revenues explode

      first by blocksandfiles, 11d ago · also Blocks & Files