Newsbite analysis · AI, Business
The Japan Times
Kioxia dismisses SK Hynix tie-up and vows to ease chip price rises
Kioxia's CEO, Hiroo Ota, indicated that the company would not pursue deeper collaborations with competitor SK Hynix, despite investors suggesting that such partnerships could mitigate capital risks. He emphasized the importance of managing soaring memory prices to sustain long-term demand from the rapidly growing AI sector. Kioxia plans to explore alternative methods to control costs, facing challenges including antitrust issues and the complexities of existing manufacturing collaborations with Sandisk.
MonitorConfidence: MediumShort term horizon
Published 10 Sept 2026, 01:45 UTC1 min read
Lead image — The Japan Times
Brief
NewsBite reading:Kioxia rejects SK Hynix partnership, pledges to control memory prices
TL;DR
- Kioxia dismisses partnership with SK Hynix.
- CEO vows to manage surging memory prices.
- Rising AI demand driving chip price hikes.
- Investment concerns over chip production costs.
- Antitrust hurdles complicate potential collaborations.
Interesting facts
- AI service demand is causing significant memory chip price increases.
- Kioxia's manufacturing partnerships include joint ventures with Sandisk.
What changed
Kioxia has announced its intention to not deepen ties with SK Hynix, focusing on controlling memory prices instead.
Unchanged: Kioxia continues to maintain its existing manufacturing agreements with Sandisk.