Kioxia SSD revenues surge 5.5‑fold
Kioxia reported SSD revenue of ¥2.48 trillion (≈ $15.8 bn) for Q3 2026, a 453 % increase year‑over‑year, driven by strong AI‑focused datacenter demand. The company forecasts next‑quarter revenue of about $15.9 bn.
Key points
- SSD and storage segment generated ¥1.62 trillion ($10.3 bn), with roughly 65 % coming from datacenter customers.
- Kioxia has started mass production of the LC9 QLC SSD series, including a 245 TB model, currently in customer qualification.
- Higher average selling prices (ASP) boosted net profit to ¥1.35 trillion ($8.6 bn), a 3,200 % annual increase.
What it means for Iran
Kioxia’s rapid SSD growth means higher‑priced, high‑capacity drives will reach Iran with delay.
- Availability: The 245 TB QLC models are still in qualification; Iranian buyers should expect longer lead times and limited stock via Dubai/Turkey channels.
- Pricing impact: Rising ASPs translate into higher USD‑denominated costs; after conversion at the free‑market rate and channel margins, prices in Iran will be significantly above global list prices.
- Support considerations: No official warranty or TAC exists in Iran, so buyers must verify return and replacement policies with their local reseller.
Recommendation: Verify stock and delivery timelines with trusted Dubai distributors and, if possible, opt for smaller‑capacity QLC SSDs that are already in the market to mitigate risk.
Summary and analysis drafted with AI assistance and reviewed by Rayan Parseh; full story at the original source.
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