Memory makers lift capex as Kioxia holds spending to defend NAND lead

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Credit: DIGITIMES
Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight...
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document fetched 2026-08-04 08:42 · canonical https://digitimes.com/news/a20260803PD231/kioxia-capex-nand-technology.html