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Kioxia, whose stock has more than tripled since its public debut in Tokyo last December, expects NAND storage demand to grow by ~20% annually amid the AI boom (Bloomberg) from Techmeme RSS feed.
Kioxia, whose stock has more than tripled since its public debut in Tokyo last December, expects NAND storage demand to grow by ~20% annually amid the AI boom (Bloomberg)

Bloomberg:
Kioxia, whose stock has more than tripled since its public debut in Tokyo last December, expects NAND storage demand to grow by ~20% annually amid the AI boom — Kioxia Holdings Corp. anticipates demand for NAND storage will grow by roughly 20% each year as AI data center operators keep scaling up.