Kioxia can only meet 40-50% of current demand and expects the shortfall to push into next year.
NAND supply remains extremely tight. This isn't a short-term blip — it's structural undersupply meeting accelerating AI and data center buildouts.
When a major manufacturer openly admits they can't fill half their orders, that's a signal. Pricing power shifts to suppliers. Lead times extend. Customers scramble.
This tightness benefits the entire NAND ecosystem. Watch how pricing holds through typical seasonal weakness. Watch how inventory levels stay lean despite rising demand.
The setup here isn't complicated: demand outpacing supply, limited capacity additions coming online soon, and end markets (AI infrastructure, enterprise storage) that aren't slowing down.
$SNDK $DRAM $EWY
NAND supply remains extremely tight. This isn't a short-term blip — it's structural undersupply meeting accelerating AI and data center buildouts.
When a major manufacturer openly admits they can't fill half their orders, that's a signal. Pricing power shifts to suppliers. Lead times extend. Customers scramble.
This tightness benefits the entire NAND ecosystem. Watch how pricing holds through typical seasonal weakness. Watch how inventory levels stay lean despite rising demand.
The setup here isn't complicated: demand outpacing supply, limited capacity additions coming online soon, and end markets (AI infrastructure, enterprise storage) that aren't slowing down.
$SNDK $DRAM $EWY