VLSI KoreaDaily Silicon: Kioxia at ¥1.77T: NAND and AI Chip Demand
A practicing semiconductor engineer's daily read on global silicon news - Kioxia at ¥1.77T: NAND and AI Chip Demand
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A practicing semiconductor engineer's daily read on global silicon news:
Kioxia Q1 revenue jumped to 1.767 trillion yen and operating profit to 1.270 trillion yen, while Renesas earnings, Linde's $1 billion gas expansion and SEMI's 7.4% wafer-shipment growth expose the supply chain's next constraints.
Chase's Take - I read these results as an ASP and data-center qualification story, not a NAND bit-demand story. SSD & Storage revenue reached 1.175 trillion yen, while controller, firmware and endurance validation now define the ramp.
My next check is how much of the 2.39 trillion yen guide comes from ASP.
1. Kioxia Q1 at 1.767 Trillion Yen: Data Centers Reprice NAND ASPs
TL;DR - Q1 revenue reached 1.767 trillion yen with a non-GAAP operating margin of about 75.0%, driven by data-center SSDs and higher ASPs.
Source: Kioxia Holdings filing / Reuters - Kioxia Q1 at 1.767 Trillion Yen: Data Centers Reprice NAND ASPs
2. Renesas Reports Second-Quarter Results: 405.3 Billion Yen
TL;DR - Q2 non-GAAP revenue reached 405.3 billion yen; gross margin was 58.1% and operating margin 32.7%.
Source: Renesas Electronics - Renesas Reports Second-Quarter Results: 405.3 Billion Yen
3. Linde to Invest $1 Billion: ASU Expansion for Two Phoenix Fabs
TL;DR - Linde will invest $1 billion in Phoenix to expand ultra-high-purity gas capacity for two fabs.
Source: Linde - Linde to Invest $1 Billion: ASU Expansion for Two Phoenix Fabs
4. SEMI: 3,573 MSI, Silicon Wafer Shipments Up 9.1% QoQ
TL;DR - Q2 silicon wafer shipments rose to 3,573 MSI, up 7.4% YoY and 9.1% QoQ, as AI demand spread into power and photonics.
Source: SEMI - SEMI: 3,573 MSI, Silicon Wafer Shipments Up 9.1% QoQ
What to Watch Next
- Kioxia next-quarter revenue guide of 2.39 trillion yen
The split between ASP and bit-shipment growth will determine whether the NAND cycle is sustainable. - Renesas 3Q revenue midpoint of 430 billion yen
Watch whether inventory normalization preserves margins after the Kawashiri restart and 6-inch EOL response. - Phoenix ASU commissioning and purity-qualification schedule
Ultra-high-purity gas supply must clear this ramp gate before first wafer starts at the two fabs. - SEMI Q3 wafer shipments and foundry utilization
Separate bare-wafer shipment growth from actual wafer starts and improvement in the epi and polished mix.
Signal Radar — More Headlines
- Apple Q3 Revenue Hits $109.4 Billion as iPhone, Mac and Services Set June-Quarter Records (Apple)
- Renesas to Phase Out Takasaki 6-Inch Line Within 2-3 Years (Renesas Electronics)
- Renesas Gen 3 MRDIMM Chipset Targets DDR5 at 16,000 MT/s (Renesas Electronics)
- Kioxia Samples Ninth-Generation BiCS FLASH 1Tb TLC With 4.8 Gb/s Interface (Kioxia)
- Kioxia Samples PCIe 6.0 Enterprise SSD With Tenth-Generation BiCS (Kioxia)
- Kioxia UFS 5.0 Targets On-Device AI With 10 GB/s Sequential Reads (Kioxia)
- Kioxia NX1 E1.S SSD Supports Direct Liquid Cooling and 15.36 TB (Kioxia)
- Intel Targets Packages Over 12x Reticle Size With Advanced Packaging by 2028 (Intel)
- ARES Improves RTL PPA FoM by 23-27% With Adaptive Reasoning (arXiv)
- CircuitProver Verifies 63 Hardware Proof Tasks in Lean 4 (arXiv)
- Study Links RowHammer and RowPress to TCAD and Real-Chip Characterization (arXiv)
Further Reading on VLSI Korea
- Semiconductor Process Startup Map: How Nearfield and EUV Tech Find Hidden Yield Bottlenecks
Explains how metrology and yield learning determine the real ramp rate as wafer starts increase.
Frequently Asked Questions
What did Kioxia report for Q1?
Kioxia Q1 revenue reached 1.767 trillion yen, with operating profit of 1.270 trillion yen. SSD and Storage revenue reached 1.175 trillion yen, driven by data-center SSDs and higher ASPs.
What is Kioxia's next-quarter revenue guide?
Kioxia's next-quarter revenue guide is 2.39 trillion yen. The split between ASP and bit-shipment growth will determine whether the NAND cycle is sustainable.
What did Renesas report for Q2?
Renesas reported Q2 non-GAAP revenue of 405.3 billion yen. Gross margin was 58.1% and operating margin was 32.7%, with a 3Q revenue midpoint of 430 billion yen.
How much will Linde invest in Phoenix?
Linde will invest $1 billion in Phoenix. The investment expands ultra-high-purity gas capacity for two fabs.
How did silicon wafer shipments move in Q2?
Q2 silicon wafer shipments rose to 3,573 MSI. That is up 7.4% year over year and 9.1% quarter over quarter, as AI demand spread into power and photonics.
Related reading
- Daily Silicon: TSMC 3nm +15%, HBM4E Race Heats Up, Kioxia Hits 1000 Layers
- Daily Silicon: Nomura SKH ₩4M, Kioxia 48x — and the Strike Is Coming
- Daily Silicon: Infineon €4.172B: AI Chip Power and Semiconductor Design
- Daily Silicon: Intel-Apple Chip Deal Surges 10%, Samsung-SK Cap Gap…
- Daily Silicon: AMD MI355X 250MW, NVIDIA NVLink AI Semiconductors
