Kioxia Reportedly Favors Contract Discipline Over Further NAND Price Increases

Kioxia has ruled out deeper manufacturing ties with SK Hynix and is reportedly resisting another aggressive round of NAND price increases, according to DigiTimes. The report says the company is instead emphasizing longer customer contracts and disciplined capacity expansion. The approach comes as data-center demand keeps memory supply tight, the report says. Longer contracts can give suppliers and customers more predictability when spot conditions are volatile, while controlled capacity growth can help producers avoid abrupt changes in market balance. The supplied source does not identify the customer contracts, pricing terms, capacity figures, or timeframe for Kioxia's production plans. The item is a supplier-strategy signal rather than a comprehensive measure of NAND pricing conditions.