Kioxia AI Storage Ace Revealed! BiCS-10 33% Faster, Morgan Stanley Calls it 'Important Key'

Kioxia and SanDisk have initiated a new generation of NAND flash memory products, beginning with customer sampling of 1Tb TLC products based on their 10th-generation BiCS FLASH technology. This move is considered a significant step for Kioxia in enhancing its medium-to-long-term competitiveness.

The new BiCS-10 technology boasts a 33% increase in NAND interface speed compared to the previous generation, alongside upgrades in density and energy efficiency. Utilizing CMOS direct bonding array technology and a 332-layer stacking design, the interface speed reaches 4.8Gb per second. Unit area bit density has increased by 59%, with write and read energy efficiency improving by 18% and 30% respectively. Kioxia states the new product balances high performance, high capacity, and low power consumption, making it suitable for enterprise and data center SSDs.

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BiCS-10's upgraded specifications will help Kioxia position itself in the high-speed storage market required for AI servers and prepare for the commercialization of next-generation enterprise SSDs.

Morgan Stanley views BiCS-10's upgraded specifications as beneficial for Kioxia's positioning in the high-speed storage market required for AI servers. As AI training and inference generate massive amounts of data, data centers increasingly demand higher transmission bandwidth, processing throughput, and energy efficiency. BiCS-10 is positioned as a key technology for Kioxia to expand its high-end product business.

However, Morgan Stanley believes BiCS-10 will not be the primary growth driver for Kioxia's performance in the short term. For the next year, the company's revenue growth and cost improvements will still be led by BiCS-8. The report estimates that BiCS-8 could account for approximately 80% of Kioxia's total storage capacity shipments by the end of March 2027, remaining the most important mass-produced product currently. The greater significance of BiCS-10 lies in its potential to help Kioxia increase the revenue share from data center and enterprise-grade products, a segment Kioxia aims to grow from its current 30%-40% to over 60%.

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BiCS-10's greater significance lies in whether Kioxia can increase the revenue share of data center and enterprise-grade products through this technology. Currently, these products account for about 30% to 40% of the company's revenue, and Kioxia hopes to increase this to over 60% in the future.