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

Digitimes
Aug 3, 2026, 5:22 am98 pts
Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According to Nikkei Asia, the Japanese NAND maker is prioritizing technology leadership over a rapid expansion of equipment spending,…

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