Japan’s Kioxia is widely seen as one of the country’s top beneficiaries of the global AI boom, mainly because the company matters a lot in providing memory solutions for AI data centers and HPC environments.<\/p>
As AI keeps gaining traction across the globe, advanced storage technologies have become the latest focus of demand alongside GPUs, cloud infrastructures and hyperscale data centers. Though companies manufacturing AI processors have captured most of the market’s attention, analysts are beginning to emphasize memory and storage players like Kioxia as necessary players in the AI value chain.<\/p>
This increased attention is an indicator of a wider change in investors’ and enterprises’ perspective towards AI-related infrastructure. Besides having cutting-edge processors, building efficient AI systems also needs a huge volume of high-speed storages that can manage vast amounts of training and inference data.<\/p>
\u30b8\u30a7\u30cd\u30ec\u30fc\u30c6\u30a3\u30d6AI\u30e2\u30c7\u30eb\u306f\u3001\u4fdd\u5b58\u3001\u51e6\u7406\u3001\u691c\u7d22\u306e\u305f\u3081\u306b\u3044\u3064\u3067\u3082\u30a2\u30af\u30bb\u30b9\u3067\u304d\u308b\u81a8\u5927\u306a\u91cf\u306e\u30c7\u30fc\u30bf\u3092\u6301\u3064\u3053\u3068\u306b\u4f9d\u5b58\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u958b\u767a\u306b\u3088\u308a\u3001\u6700\u65b0\u306e\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u5185\u3067NAND\u30d5\u30e9\u30c3\u30b7\u30e5\u30e1\u30e2\u30ea\u3068\u30b9\u30c8\u30ec\u30fc\u30b8\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u6280\u8853\u306e\u5f79\u5272\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>
Kioxia, one of the world’s foremost NAND flash memory producers, is in an excellent position to ride this wave. Their line of storage products is used in high-performance, highly reliable, and scalable enterprise servers, cloud computing platforms, and AI infrastructure settings.<\/p>
\u4f01\u696d\u304c\u5927\u898f\u6a21\u306a\u8a00\u8a9e\u30e2\u30c7\u30eb\u3001AI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3001\u9ad8\u5ea6\u306a\u5206\u6790\u30b7\u30b9\u30c6\u30e0\u3092\u5c55\u958b\u3057\u7d9a\u3051\u308b\u306b\u3064\u308c\u3001\u751f\u6210\u304a\u3088\u3073\u51e6\u7406\u3055\u308c\u308b\u30c7\u30fc\u30bf\u91cf\u306f\u6025\u901f\u306b\u5897\u52a0\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u305f\u3081\u3001\u307e\u3059\u307e\u3059\u5897\u5927\u3059\u308b\u30c7\u30fc\u30bf\u99c6\u52d5\u578b\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u51e6\u7406\u3067\u304d\u308b\u30e1\u30e2\u30ea\u30fb\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306b\u5bfe\u3059\u308b\u7d99\u7d9a\u7684\u306a\u30cb\u30fc\u30ba\u304c\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>
\u696d\u754c\u95a2\u4fc2\u8005\u306e\u4e2d\u306b\u306f\u3001\u4f01\u696d\u304cAI\u6d3b\u52d5\u3092\u62e1\u5927\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u30e1\u30e2\u30ea\u304cAI\u30a4\u30f3\u30d5\u30e9\u306e\u6700\u3082\u91cd\u8981\u306a\u8981\u7d20\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3068\u8003\u3048\u3066\u3044\u308b\u4eba\u3082\u3044\u307e\u3059\u3002.<\/p>
Japan’s role in the global semiconductor ecosystem is brought into sharper focus by Kioxia’s rising prominence. Although US Taiwan South Korea, and China are usually the first to be brought up when discussing AI chips, Japan is still a major supplier of semiconductor materials, manufacturing equipment, sensors, and memory technologies.<\/p>
Kioxia’s rising star is a signal of Japan’s increasing clout in the semiconductor market. Yes, the government has put semiconductors at the center of their industrial strategy by supporting the building of production capacities, advanced chip manufacturing, and AI infrastructure. key players like Rapidus, Tokyo Electron, Advantest, and Kioxia are also of consideration to the government for Japan’s technology long-term roadmap.<\/p>
\u30e1\u30e2\u30ea\u306f\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u304c\u4e16\u754c\u306eAI\u7d4c\u6e08\u3067\u6700\u3082\u6025\u901f\u306b\u6210\u9577\u3057\u3066\u3044\u308b\u5206\u91ce\u306e1\u3064\u3067\u3001\u65e5\u672c\u306b\u3055\u3089\u306a\u308b\u5f71\u97ff\u529b\u3092\u63d0\u4f9b\u3067\u304d\u308b\u5206\u91ce\u3067\u3059\u3002AI\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u9700\u8981\u304c\u5897\u52a0\u3057\u7d9a\u3051\u308c\u3070\u3001\u30e1\u30e2\u30ea\u30e2\u30b8\u30e5\u30fc\u30eb\u306e\u30e1\u30fc\u30ab\u30fc\u306f\u3001\u5c06\u6765\u306e\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u306e\u6027\u80fd\u3068\u30b9\u30b1\u30fc\u30e9\u30d3\u30ea\u30c6\u30a3\u306b\u3064\u3044\u3066\u767a\u8a00\u6a29\u3092\u6301\u3064\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002.<\/p>
Expansion of AI-focused data centers is probably one of the main reasons for Kioxia’s growth prospects.<\/p>
\u4e16\u754c\u4e2d\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u306f\u3001AI\u30e2\u30c7\u30eb\u306e\u30c8\u30ec\u30fc\u30cb\u30f3\u30b0\u3001\u63a8\u8ad6\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3001\u30af\u30e9\u30a6\u30c9\u30d9\u30fc\u30b9\u306eAI\u30b5\u30fc\u30d3\u30b9\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u8a2d\u5099\u306e\u69cb\u7bc9\u306b\u6570\u5341\u5104\u30c9\u30eb\u3092\u6295\u8cc7\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30bb\u30c3\u30c8\u30a2\u30c3\u30d7\u306b\u306f\u3001\u5f37\u529b\u306a\u30d7\u30ed\u30bb\u30c3\u30b5\u306e\u307b\u304b\u306b\u3001\u81a8\u5927\u306a\u30c7\u30fc\u30bf\u30bb\u30c3\u30c8\u3092\u52b9\u7387\u7684\u306b\u51e6\u7406\u3067\u304d\u308b\u9ad8\u5ea6\u306a\u30b9\u30c8\u30ec\u30fc\u30b8\u30fb\u30b7\u30b9\u30c6\u30e0\u3082\u5fc5\u8981\u3067\u3059\u3002.<\/p>
\u30a8\u30f3\u30bf\u30fc\u30d7\u30e9\u30a4\u30ba\u30b0\u30ec\u30fc\u30c9\u306e\u30e1\u30e2\u30ea\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u9700\u8981\u306f\u3001\u30cf\u30a4\u30d1\u30fc\u30b9\u30b1\u30fc\u30eb\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3001\u4e3b\u6a29AI\u30a4\u30f3\u30d5\u30e9\u30d7\u30ed\u30b8\u30a7\u30af\u30c8\u3001\u304a\u3088\u3073\u4f01\u696d\u306eAI\u5c0e\u5165\u306e\u6210\u9577\u306b\u3088\u3063\u3066\u727d\u5f15\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>
\u9867\u5ba2\u306f\u8907\u96d1\u306aAI\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u3092\u30b5\u30dd\u30fc\u30c8\u3067\u304d\u308b\u30b9\u30c8\u30ec\u30fc\u30b8\u6280\u8853\u3092\u6c42\u3081\u3066\u3044\u308b\u305f\u3081\u3001\u3053\u308c\u306f\u30ad\u30aa\u30af\u30b7\u30a2\u306b\u3068\u3063\u3066\u5927\u304d\u306a\u53ce\u76ca\u6e90\u306b\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>
\u30a2\u30ca\u30ea\u30b9\u30c8\u306b\u3088\u308c\u3070\u3001AI\u5206\u91ce\u304b\u3089\u306e\u9700\u8981\u306f\u3001\u5f93\u6765\u3001\u5bb6\u96fb\u9700\u8981\u306e\u6d6e\u304d\u6c88\u307f\u306b\u5de6\u53f3\u3055\u308c\u3066\u304d\u305f\u30e1\u30e2\u30ea\u30fc\u5e02\u5834\u3092\u5b89\u5b9a\u3055\u305b\u308b\u4e00\u52a9\u306b\u306a\u308b\u304b\u3082\u3057\u308c\u306a\u3044\u3068\u306e\u3053\u3068\u3002.<\/p>
As Kioxia is making its way as an AI infrastructure player, the move could trigger widespread changes in Japan’s technology industry.<\/p>
\u65e5\u672c\u304c\u4e16\u754c\u306eAI\u7d4c\u6e08\u306b\u304a\u3044\u3066\u4e3b\u8981\u306a\u30d7\u30ec\u30fc\u30e4\u30fc\u3068\u306a\u308b\u305f\u3081\u306b\u306f\u3001\u5fc5\u305a\u3057\u3082AI\u30e2\u30c7\u30eb\u958b\u767a\u306e\u9054\u4eba\u3067\u3042\u308b\u5fc5\u8981\u306f\u306a\u3044\u3068\u3044\u3046\u3053\u3068\u3067\u3059\u3002\u305d\u308c\u3069\u3053\u308d\u304b\u3001\u65e5\u672c\u306f\u3001AI\u30b7\u30b9\u30c6\u30e0\u306e\u6210\u529f\u306e\u4e3b\u8981\u56e0\u3067\u3042\u308b\u534a\u5c0e\u4f53\u88fd\u9020\u6280\u8853\u3084\u7523\u696d\u6280\u8853\u3001\u30a4\u30f3\u30d5\u30e9\u30fb\u30b3\u30f3\u30dd\u30fc\u30cd\u30f3\u30c8\u3092\u30d9\u30fc\u30b9\u3068\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u306e\u3067\u3059\u3002.<\/p>
Mostly, Japan’s technology development plan and production power of semiconductor, which is their weak point, infrastructure with AI are technologically re-activated are in line with each other.<\/p>
\u30e1\u30e2\u30ea\u9700\u8981\u306e\u9ad8\u307e\u308a\u306f\u3001\u65e5\u672c\u306e\u534a\u5c0e\u4f53\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u5168\u4f53\u306e\u6295\u8cc7\u306e\u30c6\u30b3\u3068\u306a\u308a\u3001\u88c5\u7f6e\u30e1\u30fc\u30ab\u30fc\u3001\u6750\u6599\u30b5\u30d7\u30e9\u30a4\u30e4\u30fc\u3001\u7814\u7a76\u6a5f\u95a2\u3001\u5148\u7aef\u88fd\u9020\u65bd\u8a2d\u306e\u6210\u9577\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>
AI\u30a4\u30f3\u30d5\u30e9\u3078\u306e\u6295\u8cc7\u306f\u4e16\u754c\u7684\u306b\u5897\u52a0\u306e\u4e00\u9014\u3092\u305f\u3069\u3063\u3066\u304a\u308a\u3001\u534a\u5c0e\u4f53\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u306b\u95a2\u308f\u308b\u65e5\u672c\u306e\u30cf\u30a4\u30c6\u30af\u4f01\u696d\u306f\u3001\u9769\u65b0\u7684\u306a\u88fd\u54c1\u3092\u958b\u767a\u3057\u3001\u6210\u9577\u3059\u308b\u30c1\u30e3\u30f3\u30b9\u304c\u5897\u3048\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002.<\/p>
AI\u306e\u5909\u9769\u304c\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30a2\u30d7\u30ea\u30b1\u30fc\u30b7\u30e7\u30f3\u3060\u3051\u306b\u3068\u3069\u307e\u3089\u306a\u3044\u3053\u3068\u3092\u793a\u3059\u3082\u306e\u3068\u3057\u3066\u3001\u4f01\u696d\u306f\u30e1\u30e2\u30ea\u6280\u8853\u306e\u5f79\u5272\u306e\u5897\u5927\u304b\u3089\u5229\u76ca\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>
AI\u3078\u306e\u6295\u8cc7\u3092\u9032\u3081\u3066\u3044\u308b\u4f01\u696d\u306f\u3001\u5927\u898f\u6a21\u306a\u30c7\u30fc\u30bf\u30b9\u30c8\u30ec\u30fc\u30b8\u3001\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u5206\u6790\u3001\u9ad8\u6027\u80fd\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u306e\u30ef\u30fc\u30af\u30ed\u30fc\u30c9\u306b\u5bfe\u5fdc\u3067\u304d\u308b\u3001\u975e\u5e38\u306b\u5f37\u529b\u306a\u30a4\u30f3\u30d5\u30e9\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3060\u3051\u3067\u306a\u304f\u3001\u534a\u5c0e\u4f53\u4f01\u696d\u3001\u30af\u30e9\u30a6\u30c9\u4e8b\u696d\u8005\u3001\u30a4\u30f3\u30d5\u30e9\u30fb\u30d9\u30f3\u30c0\u30fc\u306b\u3082\u30d3\u30b8\u30cd\u30b9\u306e\u53ef\u80fd\u6027\u304c\u5e83\u304c\u308a\u307e\u3059\u3002.<\/p>
AI\u30b5\u30fc\u30d3\u30b9\u306e\u9700\u8981\u62e1\u5927\u304c\u3001\u30b9\u30c8\u30ec\u30fc\u30b8\u30b7\u30b9\u30c6\u30e0\u3001\u30cd\u30c3\u30c8\u30ef\u30fc\u30af\u6a5f\u5668\u3001\u30c7\u30fc\u30bf\u30bb\u30f3\u30bf\u30fc\u6280\u8853\u3078\u306e\u652f\u51fa\u3092\u4eca\u5f8c\u6570\u5e74\u9593\u7d99\u7d9a\u7684\u306b\u5897\u52a0\u3055\u305b\u308b\u4e3b\u306a\u7406\u7531\u3067\u3057\u3087\u3046\u3002.<\/p>
\u3053\u306e\u3088\u3046\u306a\u30a4\u30f3\u30d5\u30e9\u5c64\u3067\u6a5f\u80fd\u3059\u308b\u4f01\u696d\u306f\u3001AI\u306e\u5c0e\u5165\u304c\u9593\u8fd1\u306b\u8feb\u3063\u305f\u6bb5\u968e\u3067\u5229\u76ca\u3092\u4eab\u53d7\u3059\u308b\u4e3b\u8981\u306a\u4f01\u696d\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002.<\/p>
\u30ad\u30aa\u30af\u30b7\u30a2\u304cAI\u30e1\u30e2\u30ea\u306e\u4e3b\u8981\u4f01\u696d\u306b\u306a\u308b\u3053\u3068\u306f\u3001AI\u306e\u6210\u529f\u304c\u4e16\u754c\u7684\u306a\u6280\u8853\u5909\u9769\u306b\u3064\u306a\u304c\u308b\u3053\u3068\u3092\u793a\u3059\u4e00\u4f8b\u306b\u3059\u304e\u307e\u305b\u3093\uff1aAI\u306e\u6210\u529f\u306b\u306f\u3001\u305d\u308c\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u4ed6\u306e\u6280\u8853\u306e\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>
\u591a\u304f\u306e\u4eba\u306fAI\u30e2\u30c7\u30eb\u3068\u30d7\u30ed\u30bb\u30c3\u30b5\u306b\u6ce8\u76ee\u3057\u7d9a\u3051\u307e\u3059\u304c\u3001\u7d44\u7e54\u304c\u3088\u308a\u5927\u91cf\u306e\u30c7\u30fc\u30bf\u3068\u3088\u308a\u8907\u96d1\u306aAI\u30bf\u30b9\u30af\u3092\u51e6\u7406\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u304f\u306a\u308b\u306b\u3064\u308c\u3001\u30e1\u30e2\u30ea\u3068\u30b9\u30c8\u30ec\u30fc\u30b8\u306e\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3082\u540c\u69d8\u306b\u5fc5\u8981\u306b\u306a\u3063\u3066\u304d\u3066\u3044\u307e\u3059\u3002.<\/p>
\u65e5\u672c\u306b\u3068\u3063\u3066\u3001\u30ad\u30aa\u30af\u30b7\u30a2\u306f\u5358\u306a\u308b\u534a\u5c0e\u4f53\u4f01\u696d\u3067\u306f\u306a\u304f\u3001AI\u5c0e\u5165\u306e\u3042\u3089\u3086\u308b\u6bb5\u968e\u3067\u4e0d\u53ef\u6b20\u306a\u3055\u307e\u3056\u307e\u306a\u6280\u8853\u3092\u901a\u3058\u3066\u3001\u4e16\u754c\u306eAI\u30a4\u30f3\u30d5\u30e9\u7d4c\u6e08\u306b\u304a\u3044\u3066\u3088\u308a\u9ad8\u3044\u8a55\u4fa1\u3092\u5f97\u308b\u53ef\u80fd\u6027\u3092\u79d8\u3081\u305f\u30b7\u30f3\u30dc\u30eb\u3067\u3059\u3002.<\/p>
Coming demand for AI computing is constantly growing, and Kioxia’s contribution to the world’s data infrastructure could make it one of the major players who will benefit from the new generation of artificial intelligence expansion.<\/p>","protected":false},"excerpt":{"rendered":"
Japan’s Kioxia is widely seen as one of the country’s top beneficiaries of the global AI boom, mainly because the company matters a lot in providing memory solutions for AI data centers and HPC environments.As AI keeps gaining traction across the globe, advanced storage technologies have become the latest focus of demand alongside GPUs, cloud infrastructures and hyperscale data centers. Though companies manufacturing AI processors have captured most of the market’s attention, analysts are beginning to emphasize memory and storage players like Kioxia as necessary players in the AI value chain.This increased attention is an indicator of a wider change in investors’ and enterprises’ perspective towards AI-related infrastructure. Besides having […]<\/p>\n","protected":false},"author":7,"featured_media":33898,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"wprm-recipe-roundup-name":"","wprm-recipe-roundup-description":"","postBodyCss":"","postBodyMargin":[],"postBodyPadding":[],"postBodyBackground":{"backgroundType":"classic","gradient":""},"footnotes":""},"categories":[84,8098,192],"tags":[13365,103,602,377,2990],"ppma_author":[572],"class_list":["post-33897","post","type-post","status-publish","format-standard","has-post-thumbnail","category-industrial-tech","category-news-articles","category-semiconductorandelectronics","tag-ai-boom","tag-ai-infrastructure","tag-ai-transformation","tag-computing","tag-kioxia"],"yoast_head":"\n