Sandisk and Kioxia Plan to Invest More Than $31 Billion in Japanese Memory Plants — About 60% of What They Have Spent There in 25 Years.
The flash memory partners have put more than $50 billion in Japan over 25 years. The new plan would spend comfortably over half that sum again in about six years.
The flash memory partners have put more than $50 billion in Japan over 25 years. The new plan would spend comfortably over half that sum again in about six years.
BELLINGS Intelligence Score: 28
Why it matters
The planned $31 billion investment by Sandisk and Kioxia in Japanese memory plants is a large-scale capital expenditure that signals confidence in the memory market and could influence supply dynamics, but it is primarily a corporate investment decision without immediate systemic or regulatory impact.
Sources
The Motley Fool
Sandisk and Kioxia Plan to Invest More Than $31 Billion in Japanese Memory Plants — About 60% of What They Have Spent There in 25 Years.
The flash memory partners have put more than $50 billion in Japan over 25 years. The new plan would spend comfortably over half that sum again in about six years.