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JapanEconomy4 days ago

Why Kioxia is going easy on capex despite AI memory boom

The article discusses Kioxia's decision to maintain conservative capital expenditure (capex) strategies despite the growing demand for memory chips driven by the artificial intelligence (AI) industry. It explores potential reasons behind this cautious approach, including market uncertainties, supply chain challenges, and strategic considerations.

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Kioxia Holding mainly produces NAND memory products, such as these solid-state drives. (Photo by Yohei Fukai)

KYOHEI SUGA

June 17, 2026 04:00 JST

TOKYO -- Japanese memory chip maker Kioxia Holdings is resisting the urge to rev up capital expenditures as it tries to ride a narrow track between growth and overcapacity.

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Source document: Kioxia Corporation

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Why Kioxia is going easy on capex despite AI memory boom

The article discusses Kioxia's decision to maintain conservative capital expenditure (capex) strategies despite the growing demand for memory chips driven by the artificial intelligence (AI) industry. It explores potential reasons behind this cautious approach, including market uncertainties, supply chain challenges, and strategic considerations.

Bias read (Center): The article provides a balanced overview of Kioxia's business decisions without overtly favoring any particular perspective. It presents factors influencing the company's strategy without using biased language or selectively emphasizing certain viewpoints.

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