AIToday
DIGITIMES AsiaPublished: Aug 3, 2026, 22:01 JST

Memory makers boost capex amid AI demand; Kioxia holds back

Memory makers boost capex amid AI demand; Kioxia holds back

Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight and prioritizing technology leadership over rapid equipment spending expansion.

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