Core Viewpoint - The partnership between Kioxia and SanDisk has been extended for five more years, emphasizing their commitment to developing 3D flash memory technology and strengthening their leadership in the global storage industry [1] Group 1: Partnership Extension - The joint venture agreement for the Yokkaichi factory, originally set to expire on December 31, 2029, will now last until December 31, 2034, marking a new chapter in their 25-year collaboration [1] - The extension highlights the deep collaborative relationship between the two companies, focusing on AI-enabled smart manufacturing and economies of scale to ensure stable production of advanced 3D flash memory [1] Group 2: Financial Commitments - Under the new agreement, SanDisk will pay Kioxia $1.165 billion (approximately 8.104 billion RMB) in manufacturing service fees to ensure a continuous supply, with payments scheduled from 2026 to 2029 [1] Group 3: Market Outlook - Kioxia's CEO, Nobuo Hayasaka, stated that the agreement recognizes Kioxia's manufacturing operational value and enhances profitability through economies of scale at the world's largest flash memory factory [1] - SanDisk's CEO, David Goeckeler, emphasized that the joint venture continues to create high-performance, low-cost technologies in NAND research and manufacturing, with a projected market size of $150 billion by 2026 [1]
全球最大闪存合资工厂续约至2034年以应对AI存储需求激增，闪迪将支付铠侠11.65亿美元