
For anyone hoping against hope that the memory supply crisis just might start to stabilise in 2026, I've got bad news: An executive at Kioxia, a memory manufacturer based in Japan, recently admitted that the company's production volume for the year is already sold out.
The managing director of Kioxia's memory business unit, Shunsuke Nakato, made the admission during an interview with Korean news outlet Digital Daily, elaborating that the ever-hungry AI industry's demand for memory has led to a challenging supply and demand situation. Nakato went on to say that, as many companies are continuing to invest in AI out of a fear of being left behind, the situation is likely to continue into 2027 at least.