Kioxia Corporation has commenced sample shipments of its 1Tb Triple-Level-Cell (TLC) memory devices utilizing 10th-generation BiCS FLASH™ 3D flash memory technology. These devices are designed for enterprise and data center SSDs to address the growing demand for AI storage requiring higher performance, capacity, and lower power consumption. The new products will be manufactured at Kioxia’s Kitakami Plant Fab2 facility in Iwate Prefecture, Japan.

By leveraging CMOS directly Bonded to Array (CBA) and On-Pitch Select Gate Drain (OPS) technology, the 10th-generation BiCS FLASH achieves a NAND interface speed of 4.8 Gb/s, a 33% improvement over the 8th generation. Bit density has increased by 59% through the stacking of 332 layers and improvements in lateral density. Additionally, write and read power efficiencies have improved by 18% and 30% respectively, aiding in the reduction of power consumption in data centers.

Key BiCS FLASH 10th-Generation Specifications

Kioxia is advancing its product lines under a dual-axis strategy, continuing with 9th-generation solutions for high performance at a lower investment cost while introducing the 10th-generation technology for massive capacity and superior performance. The company remains committed to driving technological innovation to power modern AI infrastructure.

SanDisk Corporation (NASDAQ: SNDK) stock experienced a significant upward movement on Thursday, gaining 10.38% to $2,162.10. The rally followed a public confirmation from Apple Inc. CEO Tim Cook regarding a structural memory shortage, validating the pricing power of memory manufacturers as electronic component costs continue to rise. The stock is trading well above its prior 52-week high of $2,167.33, maintaining a steep uptrend across all major timeframes.

Apple Details Supply Chain Adjustments

The surge in SanDisk shares materialized after a Wall Street Journal interview with Cook published on Wednesday. Cook stated that Apple plans to increase prices across its product lineup due to escalating storage and memory component expenses. "Unfortunately, price increases are unavoidable," Cook said in the interview. "We're doing our best to mitigate the huge increases that are being passed to us, but the situation has become unsustainable."

Industry Demand Diverts Storage Supply

The memory constraint stems from a reallocation of DRAM and NAND supply toward artificial intelligence infrastructure. Massive capital expenditure expansions initiated last year by Alphabet Inc., Microsoft Corp., Meta Platforms Inc. and Amazon.com Inc. have driven a fourfold increase in chip prices. Cook emphasized the unprecedented scale of the current commodity cycle, drawing from his history at IBM, Compaq and Apple. "This is a 100-year flood," Cook told the Wall Street Journal, adding, "I've never seen anything like it in any area in over 40 years."

Technical Setup and Key Levels

SNDK is in a steep uptrend, underscored by its 12-month gain of 4,565.38%. The stock is trading 26.5% above its 20-day SMA, 58.6% above its 50-day SMA, 117.6% above its 100-day SMA, and 261.1% above its 200-day SMA. The moving-average structure stays bullish, with the 20-day SMA above the 50-day SMA and the 50-day SMA above the 200-day SMA, signaling the intermediate and long-term trend are aligned higher.