Svmuu reports that Kioxia President Nobuo Hayasaka stated in an interview that the special demand generated by AI is "fundamentally different from the IT bubble of the past." As the market environment has shifted dramatically from the previous spot-based transaction model, major IT companies operating data centers are successively expressing intentions to enter into multi-year long-term contracts, which has become an opportunity to establish a solid management foundation.
Note: Kioxia is the world's third-largest NAND producer,仅次于 Samsung Storage and SK Hynix, with a current market value of $178 billion.